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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 | $66,415 | $41,377+60.5% | $109,313-39.2% | $62,881+5.6% |
| Participation rate | 98.5% | 57.5%+40.9pp | 71.3%+27.2pp | 69.3%+29.2pp |
| Annual return | 4.89% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,409 | $1,276+167.2% | $3,892-12.4% | $2,281+49.5% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $430 | $2,884-85.1% | $5,666-92.4% | $4,296-90.0% |