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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 | $56,230 | $72,269-22.2% | $101,271-44.5% | $79,852-29.6% |
| Participation rate | 91.5% | 68.5%+23.0pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | 12.47% | 22.29%-9.8pp | 46.48%-34.0pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,544 | $2,692-42.7% | $3,660-57.8% | $2,471-37.5% |
| Participant deferral / active EE | $3,742 | $3,282+14.0% | $4,371-14.4% | $3,740+0.1% |
| Admin fee / account holder | $579 | $4,401-86.8% | $5,948-90.3% | $5,306-89.1% |