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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 | $16,580 | $59,804-72.3% | $81,982-79.8% | $79,856-79.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 14.14% | 17.56%-3.4pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,898 | $1,713+10.7% | $2,498-24.0% | $2,471-23.2% |
| Participant deferral / active EE | $2,881 | $2,695+6.9% | $3,722-22.6% | $3,741-23.0% |
| Admin fee / account holder | $651 | $4,288-84.8% | $5,665-88.5% | $5,306-87.7% |