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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 | $97,550-37.2% | $120,344-49.1% | $87,485-30.0% |
| Participation rate | 89.4% | 72.8%+16.5pp | 76.7%+12.7pp | 68.9%+20.4pp |
| Annual return | 15.23% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $3,308 | $2,291+44.4% | $3,020+9.5% | $2,596+27.4% |
| Participant deferral / active EE | $6,154 | $4,230+45.5% | $5,135+19.9% | $4,274+44.0% |
| Admin fee / account holder | $8,928 | $9,543-6.4% | $12,742-29.9% | $7,775+14.8% |