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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 | $64,740 | $76,407-15.3% | $150,298-56.9% | $82,448-21.5% |
| Participation rate | 91.8% | 66.4%+25.4pp | 77.8%+14.1pp | 68.1%+23.8pp |
| Annual return | 18.72% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,043 | $2,614+16.4% | $4,154-26.7% | $2,551+19.3% |
| Participant deferral / active EE | $3,440 | $3,214+7.0% | $5,453-36.9% | $4,139-16.9% |
| Admin fee / account holder | $1,944 | $6,352-69.4% | $14,116-86.2% | $7,234-73.1% |