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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 | $54,562 | $75,963-28.2% | $97,995-44.3% | $70,126-22.2% |
| Participation rate | 95.3% | 77.0%+18.4pp | 82.4%+13.0pp | 69.5%+25.8pp |
| Annual return | 13.23% | 19.26%-6.0pp | 23.94%-10.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $3,708 | $3,278+13.1% | $4,158-10.8% | $2,343+58.3% |
| Participant deferral / active EE | $6,730 | $4,053+66.0% | $5,097+32.0% | $3,332+102.0% |
| Admin fee / account holder | $4,672 | $5,407-13.6% | $5,943-21.4% | $4,645+0.6% |