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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 | $58,941 | $81,476-27.7% | $102,383-42.4% | $80,925-27.2% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.7%+17.3pp |
| Annual return | 11.33% | 25.59%-14.3pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $4,097 | $3,105+32.0% | $3,870+5.9% | $2,756+48.6% |
| Participant deferral / active EE | $4,376 | $3,871+13.0% | $5,060-13.5% | $4,299+1.8% |
| Admin fee / account holder | $7,428 | $6,717+10.6% | $8,391-11.5% | $6,940+7.0% |