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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 | $50,088 | $58,627-14.6% | $76,735-34.7% | $82,448-39.2% |
| Participation rate | 97.4% | 63.2%+34.2pp | 69.5%+27.9pp | 68.1%+29.4pp |
| Annual return | 14.70% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,810 | $1,729+62.5% | $2,454+14.5% | $2,551+10.1% |
| Participant deferral / active EE | $3,780 | $3,134+20.6% | $4,088-7.5% | $4,139-8.7% |
| Admin fee / account holder | $3,705 | $5,323-30.4% | $7,189-48.5% | $7,234-48.8% |