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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 | $67,925 | $56,894+19.4% | $84,753-19.9% | $62,881+8.0% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 10.34% | 6.30%+4.0pp | 22.78%-12.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,147 | $2,400-10.5% | $3,574-39.9% | $2,281-5.9% |
| Participant deferral / active EE | $4,598 | $2,709+69.7% | $3,712+23.9% | $3,203+43.6% |
| Admin fee / account holder | $5,942 | $3,581+65.9% | $5,333+11.4% | $4,296+38.3% |