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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 | $69,420 | $86,938-20.1% | $102,423-32.2% | $80,925-14.2% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.7%+24.0pp |
| Annual return | 14.29% | 18.89%-4.6pp | 29.42%-15.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,353 | $2,369-0.7% | $3,023-22.2% | $2,756-14.6% |
| Participant deferral / active EE | $6,087 | $4,120+47.7% | $5,054+20.4% | $4,299+41.6% |
| Admin fee / account holder | $5,917 | $8,053-26.5% | $9,455-37.4% | $6,940-14.7% |