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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 | $58,411 | $39,132+49.3% | $57,196+2.1% | $62,881-7.1% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 6.17% | 9.24%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,197 | $1,874-36.1% | $2,683-55.4% | $2,281-47.5% |
| Participant deferral / active EE | $1,197 | $2,374-49.6% | $3,096-61.3% | $3,203-62.6% |
| Admin fee / account holder | $1,215 | $2,594-53.1% | $3,141-61.3% | $4,296-71.7% |