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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 | $29,711 | $52,678-43.6% | $75,784-60.8% | $59,633-50.2% |
| Participation rate | 86.7% | 67.2%+19.4pp | 75.8%+10.8pp | 68.7%+18.0pp |
| Annual return | 5.71% | 2.95%+2.8pp | 9.68%-4.0pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $500 | $2,193-77.2% | $3,323-85.0% | $2,203-77.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $881 | $3,610-75.6% | $5,300-83.4% | $4,297-79.5% |