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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 | $24,529 | $60,349-59.4% | $74,184-66.9% | $62,881-61.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.04% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,761 | $1,680+4.8% | $2,370-25.7% | $2,281-22.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $879 | $4,261-79.4% | $5,586-84.3% | $4,296-79.5% |