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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 | $56,461 | $60,349-6.4% | $74,184-23.9% | $62,881-10.2% |
| Participation rate | 91.7% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.4pp |
| Annual return | 6.17% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,660 | $1,680-1.2% | $2,370-30.0% | $2,281-27.2% |
| Participant deferral / active EE | $2,136 | $2,856-25.2% | $3,550-39.8% | $3,203-33.3% |
| Admin fee / account holder | $606 | $4,261-85.8% | $5,586-89.1% | $4,296-85.9% |