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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 | $52,678 | $54,541-3.4% | $78,778-33.1% | $70,126-24.9% |
| Participation rate | 97.1% | 60.8%+36.3pp | 69.2%+28.0pp | 69.5%+27.6pp |
| Annual return | 17.76% | 21.07%-3.3pp | 35.62%-17.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,771 | $1,089+154.6% | $1,986+39.6% | $2,343+18.3% |
| Participant deferral / active EE | $3,922 | $2,210+77.4% | $2,958+32.6% | $3,332+17.7% |
| Admin fee / account holder | $3,030 | $3,709-18.3% | $5,134-41.0% | $4,645-34.8% |