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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 | $66,454 | $86,701-23.4% | $73,309-9.4% | $125,389-47.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | 2.21% | 2.78%-0.6pp | 5.67%-3.5pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,518 | $5,549-36.6% | $4,991-29.5% | $5,352-34.3% |
| Admin fee / account holder | $392 | $7,768-94.9% | $5,635-93.0% | $9,541-95.9% |