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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 | $16,921 | $65,712-74.2% | $57,196-70.4% | $273,972-93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.29% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $906 | $3,280-72.4% | $2,683-66.2% | $4,869-81.4% |
| Participant deferral / active EE | $2,019 | $3,782-46.6% | $3,096-34.8% | $5,287-61.8% |
| Admin fee / account holder | $3,319 | $4,838-31.4% | $3,141+5.7% | $10,133-67.2% |