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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 | $55,694 | $54,541+2.1% | $78,778-29.3% | $70,126-20.6% |
| Participation rate | 79.3% | 60.8%+18.5pp | 69.2%+10.1pp | 69.5%+9.8pp |
| Annual return | 14.22% | 21.07%-6.9pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $3,741 | $1,089+243.6% | $1,986+88.4% | $2,343+59.7% |
| Participant deferral / active EE | $1,950 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $2,060 | $3,709-44.4% | $5,134-59.9% | $4,645-55.7% |