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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 | $67,071 | $80,992-17.2% | $96,534-30.5% | $75,173-10.8% |
| Participation rate | 95.8% | 71.8%+24.0pp | 76.0%+19.8pp | 67.2%+28.6pp |
| Annual return | 21.13% | 27.05%-5.9pp | 25.88%-4.8pp | 160.72%-139.6pp |
| Employer contribution / active EE | $2,943 | $2,283+28.9% | $2,965-0.8% | $2,671+10.2% |
| Participant deferral / active EE | $5,582 | $3,929+42.1% | $4,851+15.1% | $4,126+35.3% |
| Admin fee / account holder | $2,530 | $6,717-62.3% | $8,253-69.3% | $5,651-55.2% |