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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 | $42,486 | $48,078-11.6% | $78,676-46.0% | $62,881-32.4% |
| Participation rate | 93.7% | 65.2%+28.4pp | 73.6%+20.1pp | 69.3%+24.3pp |
| Annual return | 6.12% | 31.36%-25.2pp | 62.19%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,170 | $2,015+57.3% | $2,850+11.2% | $2,281+39.0% |
| Participant deferral / active EE | $2,019 | $2,587-22.0% | $3,517-42.6% | $3,203-37.0% |
| Admin fee / account holder | $5,262 | $3,206+64.1% | $4,510+16.7% | $4,296+22.5% |