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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 | $77,945 | $88,707-12.1% | $74,184+5.1% | $273,972-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.05% | 11.94%-8.9pp | 17.74%-14.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $686 | $3,159-78.3% | $2,370-71.1% | $4,869-85.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,159 | $8,717-75.2% | $5,586-61.3% | $10,133-78.7% |