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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 | $47,674 | $49,249-3.2% | $70,476-32.4% | $79,852-40.3% |
| Participation rate | 91.4% | 69.2%+22.2pp | 75.1%+16.3pp | 69.6%+21.7pp |
| Annual return | 17.18% | 30.09%-12.9pp | 109.12%-91.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $2,902 | $2,100+38.2% | $2,738+6.0% | $2,471+17.4% |
| Participant deferral / active EE | $3,713 | $2,769+34.1% | $3,710+0.1% | $3,740-0.7% |
| Admin fee / account holder | $1,840 | $2,878-36.1% | $3,847-52.2% | $5,306-65.3% |