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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 | $81,446-29.6% | $103,374-44.6% | $80,874-29.1% |
| Participation rate | 93.2% | 66.9%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 22.39% | 25.57%-3.2pp | 24.89%-2.5pp | 35.62%-13.2pp |
| Employer contribution / active EE | $3,187 | $3,107+2.6% | $3,869-17.6% | $2,756+15.7% |
| Participant deferral / active EE | $6,239 | $3,870+61.2% | $5,058+23.4% | $4,297+45.2% |
| Admin fee / account holder | $6,563 | $6,715-2.3% | $8,394-21.8% | $6,935-5.4% |