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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 | $56,085 | $53,774+4.3% | $134,162-58.2% | $79,856-29.8% |
| Participation rate | 94.6% | 58.8%+35.9pp | 72.2%+22.4pp | 69.6%+25.0pp |
| Annual return | 15.93% | 19.01%-3.1pp | 36.35%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,064 | $1,322+131.8% | $3,705-17.3% | $2,471+24.0% |
| Participant deferral / active EE | $6,897 | $2,420+185.0% | $3,500+97.1% | $3,741+84.4% |
| Admin fee / account holder | $5,036 | $3,985+26.4% | $6,685-24.7% | $5,306-5.1% |