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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 | $25,800 | $39,132-34.1% | $57,196-54.9% | $62,881-59.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.31% | 9.24%-6.9pp | 14.59%-12.3pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,775 | $1,874-5.3% | $2,683-33.8% | $2,281-22.2% |
| Participant deferral / active EE | $1,258 | $2,374-47.0% | $3,096-59.4% | $3,203-60.7% |
| Admin fee / account holder | $2,415 | $2,594-6.9% | $3,141-23.1% | $4,296-43.8% |