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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 | $61,882 | $86,050-28.1% | $189,758-67.4% | $94,015-34.2% |
| Participation rate | 87.5% | 68.9%+18.6pp | 79.8%+7.7pp | 70.8%+16.7pp |
| Annual return | 13.74% | 17.77%-4.0pp | 52.62%-38.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $5,037 | $2,819+78.7% | $4,767+5.7% | $2,790+80.5% |
| Participant deferral / active EE | $4,022 | $3,349+20.1% | $5,856-31.3% | $4,249-5.4% |
| Admin fee / account holder | $6,683 | $6,627+0.9% | $20,388-67.2% | $8,951-25.3% |