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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 | $106,749-38.9% | $145,433-55.2% | $82,448-20.9% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 35.94% | 27.59%+8.3pp | 66.58%-30.6pp | 41.64%-5.7pp |
| Employer contribution / active EE | $2,623 | $3,444-23.8% | $4,554-42.4% | $2,551+2.8% |
| Participant deferral / active EE | $6,698 | $6,519+2.8% | $7,897-15.2% | $4,139+61.8% |
| Admin fee / account holder | $12,626 | $8,390+50.5% | $13,129-3.8% | $7,234+74.5% |