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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 | $47,878 | $45,082+6.2% | $69,464-31.1% | $72,975-34.4% |
| Participation rate | 91.4% | 68.5%+22.9pp | 74.6%+16.8pp | 69.5%+21.9pp |
| Annual return | 14.30% | 22.66%-8.4pp | 28.98%-14.7pp | 81.01%-66.7pp |
| Employer contribution / active EE | $2,740 | $2,055+33.3% | $2,779-1.4% | $2,440+12.3% |
| Participant deferral / active EE | $1,497 | $2,604-42.5% | $3,536-57.7% | $3,608-58.5% |
| Admin fee / account holder | $3,048 | $3,057-0.3% | $3,840-20.6% | $5,124-40.5% |