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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 | $71,726 | $86,938-17.5% | $102,423-30.0% | $80,925-11.4% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.7%+23.0pp |
| Annual return | 10.52% | 18.89%-8.4pp | 29.42%-18.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $3,056 | $2,369+29.0% | $3,023+1.1% | $2,756+10.9% |
| Participant deferral / active EE | $3,075 | $4,120-25.4% | $5,054-39.2% | $4,299-28.5% |
| Admin fee / account holder | $11,324 | $8,053+40.6% | $9,455+19.8% | $6,940+63.2% |