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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 | $66,804 | $95,453-30.0% | $112,040-40.4% | $82,448-19.0% |
| Participation rate | 91.0% | 72.8%+18.3pp | 76.5%+14.5pp | 68.1%+23.0pp |
| Annual return | 23.84% | 23.92%-0.1pp | 24.52%-0.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $3,079 | $2,318+32.8% | $2,954+4.2% | $2,551+20.7% |
| Participant deferral / active EE | $5,964 | $4,224+41.2% | $5,098+17.0% | $4,139+44.1% |
| Admin fee / account holder | $8,623 | $9,013-4.3% | $12,098-28.7% | $7,234+19.2% |