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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 | $86,938-26.1% | $102,423-37.3% | $80,925-20.6% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.7%+22.0pp |
| Annual return | 21.72% | 18.89%+2.8pp | 29.42%-7.7pp | 35.65%-13.9pp |
| Employer contribution / active EE | $2,921 | $2,369+23.3% | $3,023-3.4% | $2,756+6.0% |
| Participant deferral / active EE | $3,372 | $4,120-18.2% | $5,054-33.3% | $4,299-21.6% |
| Admin fee / account holder | $3,845 | $8,053-52.2% | $9,455-59.3% | $6,940-44.6% |