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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 | $63,773+2.5% | $81,286-19.6% | $80,925-19.2% |
| Participation rate | 76.1% | 63.9%+12.2pp | 69.5%+6.6pp | 67.7%+8.4pp |
| Annual return | 11.95% | 16.37%-4.4pp | 24.80%-12.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,416 | $1,979+72.6% | $2,463+38.7% | $2,756+23.9% |
| Participant deferral / active EE | $4,921 | $3,093+59.1% | $3,883+26.7% | $4,299+14.5% |
| Admin fee / account holder | $7,493 | $5,682+31.9% | $5,764+30.0% | $6,940+8.0% |