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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 | $29,836 | $54,757-45.5% | $90,300-67.0% | $72,983-59.1% |
| Participation rate | 89.4% | 65.1%+24.2pp | 73.3%+16.1pp | 69.5%+19.9pp |
| Annual return | 21.34% | 30.63%-9.3pp | 78.11%-56.8pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,441 | $2,092+16.6% | $2,854-14.5% | $2,4400% |
| Participant deferral / active EE | $3,959 | $2,887+37.2% | $3,884+1.9% | $3,608+9.7% |
| Admin fee / account holder | $3,411 | $3,972-14.1% | $5,353-36.3% | $5,124-33.4% |