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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 | $60,735 | $86,922-30.1% | $102,438-40.7% | $80,874-24.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 23.37% | 18.90%+4.5pp | 29.37%-6.0pp | 35.62%-12.2pp |
| Employer contribution / active EE | $2,949 | $2,369+24.5% | $3,024-2.5% | $2,756+7.0% |
| Participant deferral / active EE | $5,524 | $4,119+34.1% | $5,054+9.3% | $4,297+28.5% |
| Admin fee / account holder | $4,777 | $8,050-40.7% | $9,448-49.4% | $6,935-31.1% |