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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 | $59,466 | $54,763+8.6% | $90,324-34.2% | $72,976-18.5% |
| Participation rate | 94.4% | 65.2%+29.3pp | 73.3%+21.2pp | 69.5%+25.0pp |
| Annual return | 19.62% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $2,640 | $2,093+26.1% | $2,856-7.6% | $2,440+8.2% |
| Participant deferral / active EE | $5,176 | $2,887+79.3% | $3,885+33.2% | $3,608+43.5% |
| Admin fee / account holder | $2,935 | $3,973-26.1% | $5,356-45.2% | $5,124-42.7% |