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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 | $59,598 | $41,377+44.0% | $109,313-45.5% | $62,881-5.2% |
| Participation rate | 96.2% | 57.5%+38.6pp | 71.3%+24.9pp | 69.3%+26.8pp |
| Annual return | 6.66% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,580 | $1,276+23.8% | $3,892-59.4% | $2,281-30.7% |
| Participant deferral / active EE | $1,201 | $2,045-41.3% | $3,166-62.1% | $3,203-62.5% |
| Admin fee / account holder | $1,622 | $2,884-43.8% | $5,666-71.4% | $4,296-62.2% |