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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 | $57,303 | $81,487-29.7% | $102,412-44.0% | $80,935-29.2% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.6pp | 67.7%+25.5pp |
| Annual return | 22.39% | 25.60%-3.2pp | 24.94%-2.6pp | 35.66%-13.3pp |
| Employer contribution / active EE | $3,187 | $3,103+2.7% | $3,870-17.6% | $2,757+15.6% |
| Participant deferral / active EE | $6,239 | $3,871+61.2% | $5,060+23.3% | $4,299+45.1% |
| Admin fee / account holder | $6,563 | $6,717-2.3% | $8,388-21.8% | $6,924-5.2% |