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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 | $58,299 | $55,684+4.7% | $75,900-23.2% | $72,976-20.1% |
| Participation rate | 93.4% | 61.1%+32.3pp | 69.3%+24.1pp | 69.5%+23.9pp |
| Annual return | 21.16% | 27.60%-6.4pp | 30.73%-9.6pp | 81.02%-59.9pp |
| Employer contribution / active EE | $2,000 | $1,687+18.6% | $2,501-20.0% | $2,440-18.0% |
| Participant deferral / active EE | $3,112 | $2,634+18.2% | $3,604-13.6% | $3,608-13.7% |
| Admin fee / account holder | $5,646 | $3,981+41.8% | $5,421+4.1% | $5,124+10.2% |