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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 | $59,926 | $79,867-25.0% | $120,344-50.2% | $64,340-6.9% |
| Participation rate | 90.9% | 63.0%+27.9pp | 76.7%+14.2pp | 55.2%+35.7pp |
| Annual return | 13.68% | 21.10%-7.4pp | 20.30%-6.6pp | 24.14%-10.5pp |
| Employer contribution / active EE | $3,386 | $1,925+75.9% | $3,020+12.1% | $1,862+81.9% |
| Participant deferral / active EE | $5,326 | $3,593+48.2% | $5,135+3.7% | $2,980+78.7% |
| Admin fee / account holder | $5,469 | $5,039+8.5% | $12,742-57.1% | $3,703+47.7% |