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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 | $62,420 | $94,031-33.6% | $115,768-46.1% | $82,448-24.3% |
| Participation rate | 93.0% | 70.4%+22.6pp | 74.4%+18.6pp | 68.1%+24.9pp |
| Annual return | 17.23% | 20.61%-3.4pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,442 | $2,323+5.1% | $2,940-16.9% | $2,551-4.3% |
| Participant deferral / active EE | $4,741 | $3,972+19.4% | $4,917-3.6% | $4,139+14.5% |
| Admin fee / account holder | $6,537 | $10,249-36.2% | $12,439-47.5% | $7,234-9.6% |