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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 | $86,949-17.5% | $102,460-30.0% | $80,959-11.4% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.7%+23.0pp |
| Annual return | 10.52% | 18.89%-8.4pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $3,056 | $2,370+29.0% | $3,025+1.0% | $2,757+10.8% |
| Participant deferral / active EE | $3,075 | $4,121-25.4% | $5,056-39.2% | $4,300-28.5% |
| Admin fee / account holder | $11,324 | $8,048+40.7% | $9,460+19.7% | $6,925+63.5% |