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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 | $41,694 | $54,763-23.9% | $90,324-53.8% | $72,976-42.9% |
| Participation rate | 91.2% | 65.2%+26.0pp | 73.3%+17.9pp | 69.5%+21.7pp |
| Annual return | 17.69% | 30.63%-12.9pp | 78.15%-60.5pp | 81.02%-63.3pp |
| Employer contribution / active EE | $3,213 | $2,093+53.5% | $2,856+12.5% | $2,440+31.7% |
| Participant deferral / active EE | $2,174 | $2,887-24.7% | $3,885-44.1% | $3,608-39.7% |
| Admin fee / account holder | $3,300 | $3,973-17.0% | $5,356-38.4% | $5,124-35.6% |