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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 | $46,927 | $48,078-2.4% | $78,676-40.4% | $62,881-25.4% |
| Participation rate | 95.4% | 65.2%+30.2pp | 73.6%+21.8pp | 69.3%+26.1pp |
| Annual return | 9.72% | 31.36%-21.6pp | 62.19%-52.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,298 | $2,015+14.1% | $2,850-19.4% | $2,281+0.8% |
| Participant deferral / active EE | $3,545 | $2,587+37.0% | $3,517+0.8% | $3,203+10.7% |
| Admin fee / account holder | $1,801 | $3,206-43.8% | $4,510-60.1% | $4,296-58.1% |