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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 | $60,756 | $64,359-5.6% | $90,161-32.6% | $70,126-13.4% |
| Participation rate | 92.0% | 70.4%+21.6pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 17.43% | 28.13%-10.7pp | 34.89%-17.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,730 | $2,046+33.5% | $3,318-17.7% | $2,343+16.6% |
| Participant deferral / active EE | $3,332 | $4,389-24.1% | $5,287-37.0% | $3,3320% |
| Admin fee / account holder | $5,268 | $3,945+33.5% | $5,943-11.4% | $4,645+13.4% |