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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 | $40,300 | $49,255-18.2% | $70,494-42.8% | $79,856-49.5% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 16.00% | 30.10%-14.1pp | 109.16%-93.2pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,760 | $2,100+31.4% | $2,738+0.8% | $2,471+11.7% |
| Participant deferral / active EE | $4,413 | $2,768+59.4% | $3,711+18.9% | $3,741+18.0% |
| Admin fee / account holder | $5,544 | $2,879+92.6% | $3,848+44.1% | $5,306+4.5% |