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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 | $21,251 | $49,025-56.7% | $87,502-75.7% | $62,881-66.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.94% | 10.02%-5.1pp | 12.21%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,778 | $1,372+102.5% | $2,550+8.9% | $2,281+21.8% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $497 | $4,065-87.8% | $4,221-88.2% | $4,296-88.4% |