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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 | $65,817 | $94,529-30.4% | $140,019-53.0% | $64,173+2.6% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | 4.04% | 7.77%-3.7pp | 651.17%-647.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $2,455 | $3,812-35.6% | $5,605-56.2% | $2,381+3.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $397 | $6,741-94.1% | $10,705-96.3% | $4,887-91.9% |