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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 | $45,041+40.8% | $63,003+0.7% | $70,131-9.6% |
| Participation rate | 88.9% | 69.5%+19.4pp | 74.8%+14.1pp | 69.5%+19.3pp |
| Annual return | 14.39% | 18.76%-4.4pp | 87.59%-73.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,186 | $2,052-42.2% | $2,760-57.0% | $2,342-49.4% |
| Participant deferral / active EE | $1,186 | $2,465-51.9% | $3,329-64.4% | $3,332-64.4% |
| Admin fee / account holder | $2,261 | $2,836-20.3% | $3,600-37.2% | $4,645-51.3% |