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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 | $42,644 | $54,757-22.1% | $90,300-52.8% | $72,983-41.6% |
| Participation rate | 85.2% | 65.1%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 21.97% | 30.63%-8.7pp | 78.11%-56.1pp | 81.01%-59.0pp |
| Employer contribution / active EE | $3,260 | $2,092+55.8% | $2,854+14.2% | $2,440+33.6% |
| Participant deferral / active EE | $2,153 | $2,887-25.4% | $3,884-44.6% | $3,608-40.3% |
| Admin fee / account holder | $3,198 | $3,972-19.5% | $5,353-40.3% | $5,124-37.6% |