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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 | $59,563 | $62,242-4.3% | $105,582-43.6% | $69,733-14.6% |
| Participation rate | 86.0% | 47.3%+38.7pp | 71.8%+14.2pp | 62.5%+23.5pp |
| Annual return | 15.93% | 15.40%+0.5pp | 18.61%-2.7pp | 15.22%+0.7pp |
| Employer contribution / active EE | $2,127 | $1,558+36.5% | $2,984-28.7% | $2,250-5.5% |
| Participant deferral / active EE | $3,426 | $2,462+39.2% | $4,353-21.3% | $3,054+12.2% |
| Admin fee / account holder | $2,985 | $4,615-35.3% | $12,856-76.8% | $3,102-3.8% |