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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 | $43,566 | $94,529-53.9% | $140,019-68.9% | $64,173-32.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.24% | 7.77%-2.5pp | 651.17%-645.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,097 | $3,812-45.0% | $5,605-62.6% | $2,381-11.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,702 | $6,741-59.9% | $10,705-74.8% | $4,887-44.7% |