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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 | $59,929 | $63,355-5.4% | $91,994-34.9% | $72,983-17.9% |
| Participation rate | 76.9% | 72.5%+4.4pp | 78.6%-1.7pp | 69.5%+7.4pp |
| Annual return | 21.69% | 35.35%-13.7pp | 69.03%-47.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $3,111 | $2,116+47.1% | $3,452-9.9% | $2,440+27.5% |
| Participant deferral / active EE | $5,181 | $4,883+6.1% | $5,923-12.5% | $3,608+43.6% |
| Admin fee / account holder | $9,852 | $4,668+111.0% | $7,743+27.2% | $5,124+92.3% |