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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 | $51,852 | $49,249+5.3% | $70,476-26.4% | $79,852-35.1% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 17.83% | 30.09%-12.3pp | 109.12%-91.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $3,132 | $2,100+49.1% | $2,738+14.4% | $2,471+26.7% |
| Participant deferral / active EE | $4,924 | $2,769+77.8% | $3,710+32.7% | $3,740+31.7% |
| Admin fee / account holder | $1,690 | $2,878-41.3% | $3,847-56.1% | $5,306-68.1% |