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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 | $68,383 | $81,258-15.8% | $105,218-35.0% | $59,633+14.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | 5.69% | 1.96%+3.7pp | 5.33%+0.4pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $2,377 | $2,562-7.2% | $3,255-27.0% | $2,203+7.9% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,453 | $5,841-75.1% | $6,992-79.2% | $4,297-66.2% |