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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 | $67,613 | $86,940-22.2% | $102,434-34.0% | $80,935-16.5% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.0pp | 67.7%+12.9pp |
| Annual return | 27.72% | 18.89%+8.8pp | 29.46%-1.7pp | 35.66%-7.9pp |
| Employer contribution / active EE | $1,191 | $2,370-49.7% | $3,023-60.6% | $2,757-56.8% |
| Participant deferral / active EE | $4,778 | $4,121+15.9% | $5,055-5.5% | $4,299+11.1% |
| Admin fee / account holder | $4,596 | $8,047-42.9% | $9,462-51.4% | $6,924-33.6% |