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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 | $68,093 | $69,444-1.9% | $92,985-26.8% | $87,485-22.2% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.4pp | 68.9%+14.0pp |
| Annual return | 22.16% | 23.85%-1.7pp | 27.99%-5.8pp | 26.06%-3.9pp |
| Employer contribution / active EE | $5,061 | $1,917+164.0% | $2,662+90.1% | $2,596+95.0% |
| Participant deferral / active EE | $9,811 | $3,364+191.6% | $4,377+124.2% | $4,274+129.6% |
| Admin fee / account holder | $8,407 | $6,137+37.0% | $9,463-11.2% | $7,775+8.1% |