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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 | $56,121+6.1% | $92,985-35.9% | $64,340-7.4% |
| Participation rate | 86.0% | 44.9%+41.1pp | 69.5%+16.5pp | 55.2%+30.8pp |
| Annual return | 15.93% | 19.19%-3.3pp | 27.99%-12.1pp | 24.14%-8.2pp |
| Employer contribution / active EE | $2,127 | $1,351+57.4% | $2,662-20.1% | $1,862+14.2% |
| Participant deferral / active EE | $3,426 | $2,362+45.1% | $4,377-21.7% | $2,980+15.0% |
| Admin fee / account holder | $2,985 | $6,869-56.5% | $9,463-68.5% | $3,703-19.4% |