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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 | $59,818 | $54,757+9.2% | $90,304-33.8% | $72,975-18.0% |
| Participation rate | 87.3% | 65.2%+22.1pp | 73.3%+14.0pp | 69.5%+17.8pp |
| Annual return | 18.70% | 30.63%-11.9pp | 78.13%-59.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $2,672 | $2,093+27.7% | $2,855-6.4% | $2,440+9.5% |
| Participant deferral / active EE | $3,715 | $2,887+28.7% | $3,885-4.4% | $3,608+3.0% |
| Admin fee / account holder | $2,426 | $3,973-38.9% | $5,354-54.7% | $5,124-52.7% |