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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 | $58,805 | $72,273-18.6% | $101,275-41.9% | $79,856-26.4% |
| Participation rate | 86.0% | 68.5%+17.6pp | 75.8%+10.2pp | 69.6%+16.4pp |
| Annual return | 12.17% | 22.30%-10.1pp | 46.48%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,255 | $2,691+21.0% | $3,660-11.1% | $2,471+31.7% |
| Participant deferral / active EE | $5,017 | $3,282+52.9% | $4,371+14.8% | $3,741+34.1% |
| Admin fee / account holder | $9,224 | $4,401+109.6% | $5,948+55.1% | $5,306+73.8% |