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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 | $64,513 | $48,364+33.4% | $71,796-10.1% | $62,881+2.6% |
| Participation rate | 89.8% | 60.6%+29.1pp | 69.1%+20.7pp | 69.3%+20.5pp |
| Annual return | 6.60% | 13.16%-6.6pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,136 | $1,042+9.1% | $1,924-41.0% | $2,281-50.2% |
| Participant deferral / active EE | $2,252 | $2,091+7.7% | $2,794-19.4% | $3,203-29.7% |
| Admin fee / account holder | $1,017 | $3,771-73.0% | $4,815-78.9% | $4,296-76.3% |