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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 | $64,536 | $89,532-27.9% | $103,447-37.6% | $80,925-20.3% |
| Participation rate | 95.1% | 76.0%+19.0pp | 80.5%+14.5pp | 67.7%+27.4pp |
| Annual return | 26.30% | 22.80%+3.5pp | 23.92%+2.4pp | 35.65%-9.3pp |
| Employer contribution / active EE | $4,097 | $4,023+1.8% | $4,678-12.4% | $2,756+48.6% |
| Participant deferral / active EE | $5,294 | $5,459-3.0% | $6,624-20.1% | $4,299+23.2% |
| Admin fee / account holder | $4,433 | $6,774-34.6% | $9,415-52.9% | $6,940-36.1% |