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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 | $65,189 | $109,620-40.5% | $148,496-56.1% | $94,015-30.7% |
| Participation rate | 96.2% | 71.3%+25.0pp | 76.0%+20.2pp | 70.8%+25.4pp |
| Annual return | 16.01% | 17.54%-1.5pp | 12.33%+3.7pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,061 | $2,618-21.3% | $3,497-41.1% | $2,790-26.1% |
| Participant deferral / active EE | $5,873 | $3,831+53.3% | $4,808+22.1% | $4,249+38.2% |
| Admin fee / account holder | $3,970 | $10,050-60.5% | $19,547-79.7% | $8,951-55.7% |