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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 | $43,867 | $57,350-23.5% | $83,850-47.7% | $64,181-31.7% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.9pp | 69.6%+28.4pp |
| Annual return | 1.55% | 11.38%-9.8pp | 850.92%-849.4pp | 7.63%-6.1pp |
| Employer contribution / active EE | $3,500 | $2,545+37.5% | $3,631-3.6% | $2,381+47.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,341 | $4,046-42.1% | $5,478-57.3% | $4,887-52.1% |