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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 | $71,534 | $83,898-14.7% | $133,346-46.4% | $94,015-23.9% |
| Participation rate | 94.1% | 63.4%+30.8pp | 72.8%+21.3pp | 70.8%+23.3pp |
| Annual return | 12.16% | 16.00%-3.8pp | 36.85%-24.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $2,409 | $1,821+32.3% | $2,853-15.6% | $2,790-13.7% |
| Participant deferral / active EE | $6,079 | $3,245+87.4% | $4,332+40.3% | $4,249+43.1% |
| Admin fee / account holder | $12,375 | $7,809+58.5% | $14,264-13.2% | $8,951+38.3% |