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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 | $21,616 | $52,306-58.7% | $69,779-69.0% | $62,881-65.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 10.31% | 13.35%-3.0pp | 12.99%-2.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,222 | $1,799-32.1% | $2,338-47.7% | $2,281-46.4% |
| Participant deferral / active EE | $1,888 | $2,395-21.2% | $2,931-35.6% | $3,203-41.1% |
| Admin fee / account holder | $492 | $3,691-86.7% | $4,381-88.8% | $4,296-88.6% |