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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 | $61,227 | $95,453-35.9% | $112,040-45.4% | $82,448-25.7% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.5%+12.9pp | 68.1%+21.3pp |
| Annual return | 15.23% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,308 | $2,318+42.7% | $2,954+12.0% | $2,551+29.7% |
| Participant deferral / active EE | $6,154 | $4,224+45.7% | $5,098+20.7% | $4,139+48.7% |
| Admin fee / account holder | $8,928 | $9,013-0.9% | $12,098-26.2% | $7,234+23.4% |