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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 | $65,839 | $87,465-24.7% | $122,979-46.5% | $65,306+0.8% |
| Participation rate | 77.6% | 66.0%+11.6pp | 77.2%+0.4pp | 57.7%+19.9pp |
| Annual return | 25.15% | 19.76%+5.4pp | 20.12%+5.0pp | 21.94%+3.2pp |
| Employer contribution / active EE | $2,107 | $2,156-2.2% | $3,062-31.2% | $1,967+7.1% |
| Participant deferral / active EE | $3,323 | $3,705-10.3% | $5,003-33.6% | $2,959+12.3% |
| Admin fee / account holder | $3,368 | $5,100-34.0% | $12,864-73.8% | $3,480-3.2% |