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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 | $56,012 | $86,922-35.6% | $102,438-45.3% | $80,874-30.7% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 15.50% | 18.90%-3.4pp | 29.37%-13.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,086 | $2,369+30.2% | $3,024+2.1% | $2,756+12.0% |
| Participant deferral / active EE | $5,564 | $4,119+35.1% | $5,054+10.1% | $4,297+29.5% |
| Admin fee / account holder | $18,252 | $8,050+126.7% | $9,448+93.2% | $6,935+163.2% |