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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 | $63,415 | $45,050+40.8% | $63,018+0.6% | $70,126-9.6% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 14.39% | 18.76%-4.4pp | 87.62%-73.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,186 | $2,052-42.2% | $2,761-57.0% | $2,343-49.4% |
| Participant deferral / active EE | $1,186 | $2,466-51.9% | $3,330-64.4% | $3,332-64.4% |
| Admin fee / account holder | $2,261 | $2,834-20.2% | $3,601-37.2% | $4,645-51.3% |