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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 | $29,613 | $86,701-65.8% | $73,309-59.6% | $125,388-76.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.90% | 2.78%-0.9pp | 5.67%-3.8pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,900 | $4,152-54.2% | $3,237-41.3% | $4,866-60.9% |
| Participant deferral / active EE | $1,900 | $5,549-65.8% | $4,991-61.9% | $5,352-64.5% |
| Admin fee / account holder | $2,457 | $7,768-68.4% | $5,635-56.4% | $9,541-74.2% |