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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 | $49,239-18.2% | $70,462-42.8% | $79,858-49.5% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 16.00% | 30.08%-14.1pp | 109.08%-93.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $2,760 | $2,100+31.4% | $2,737+0.8% | $2,471+11.7% |
| Participant deferral / active EE | $4,413 | $2,769+59.4% | $3,710+19.0% | $3,740+18.0% |
| Admin fee / account holder | $5,544 | $2,876+92.7% | $3,845+44.2% | $5,306+4.5% |