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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 | $86,949-30.1% | $102,460-40.7% | $80,959-25.0% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 23.37% | 18.89%+4.5pp | 29.47%-6.1pp | 35.67%-12.3pp |
| Employer contribution / active EE | $2,949 | $2,370+24.5% | $3,025-2.5% | $2,757+7.0% |
| Participant deferral / active EE | $5,524 | $4,121+34.0% | $5,056+9.2% | $4,300+28.4% |
| Admin fee / account holder | $4,777 | $8,048-40.6% | $9,460-49.5% | $6,925-31.0% |