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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 | $64,227 | $86,949-26.1% | $102,460-37.3% | $80,959-20.7% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.7%+22.0pp |
| Annual return | 21.72% | 18.89%+2.8pp | 29.47%-7.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $2,921 | $2,370+23.2% | $3,025-3.5% | $2,757+5.9% |
| Participant deferral / active EE | $3,372 | $4,121-18.2% | $5,056-33.3% | $4,300-21.6% |
| Admin fee / account holder | $3,845 | $8,048-52.2% | $9,460-59.4% | $6,925-44.5% |