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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 | $54,619 | $67,606-19.2% | $82,313-33.6% | $70,124-22.1% |
| Participation rate | 93.2% | 72.8%+20.5pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 16.82% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,899 | $1,755+65.2% | $2,428+19.4% | $2,342+23.8% |
| Participant deferral / active EE | $5,343 | $2,987+78.9% | $3,706+44.2% | $3,332+60.4% |
| Admin fee / account holder | $1,691 | $4,512-62.5% | $5,608-69.9% | $4,645-63.6% |