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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 | $65,223 | $106,524-38.8% | $152,301-57.2% | $87,485-25.4% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.4%+10.2pp | 68.9%+23.8pp |
| Annual return | 35.94% | 26.89%+9.0pp | 80.50%-44.6pp | 26.06%+9.9pp |
| Employer contribution / active EE | $2,623 | $3,371-22.2% | $4,624-43.3% | $2,596+1.0% |
| Participant deferral / active EE | $6,698 | $6,525+2.7% | $8,004-16.3% | $4,274+56.7% |
| Admin fee / account holder | $12,626 | $8,287+52.4% | $14,398-12.3% | $7,775+62.4% |