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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,017 | $60,349-33.7% | $74,184-46.1% | $62,881-36.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.03% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,004 | $1,680-40.2% | $2,370-57.6% | $2,281-56.0% |
| Participant deferral / active EE | $2,737 | $2,856-4.2% | $3,550-22.9% | $3,203-14.5% |
| Admin fee / account holder | $1,910 | $4,261-55.2% | $5,586-65.8% | $4,296-55.5% |