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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 | $69,496 | $86,949-20.1% | $102,460-32.2% | $80,959-14.2% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.0pp | 67.7%+25.9pp |
| Annual return | 31.74% | 18.89%+12.8pp | 29.47%+2.3pp | 35.67%-3.9pp |
| Employer contribution / active EE | $1,291 | $2,370-45.5% | $3,025-57.3% | $2,757-53.2% |
| Participant deferral / active EE | $4,876 | $4,121+18.3% | $5,056-3.6% | $4,300+13.4% |
| Admin fee / account holder | $1,749 | $8,048-78.3% | $9,460-81.5% | $6,925-74.7% |