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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 | $65,356 | $63,845+2.4% | $81,370-19.7% | $80,959-19.3% |
| Participation rate | 76.1% | 63.9%+12.2pp | 69.5%+6.5pp | 67.7%+8.4pp |
| Annual return | 11.95% | 16.37%-4.4pp | 24.85%-12.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,416 | $1,980+72.5% | $2,464+38.6% | $2,757+23.9% |
| Participant deferral / active EE | $4,921 | $3,093+59.1% | $3,885+26.7% | $4,300+14.4% |
| Admin fee / account holder | $7,493 | $5,688+31.7% | $5,749+30.3% | $6,925+8.2% |