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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 | $65,869 | $138,386-52.4% | $184,260-64.3% | $80,935-18.6% |
| Participation rate | 85.4% | 83.9%+1.5pp | 86.8%-1.4pp | 67.7%+17.8pp |
| Annual return | 25.87% | 20.02%+5.8pp | 28.84%-3.0pp | 35.66%-9.8pp |
| Employer contribution / active EE | $3,941 | $4,851-18.7% | $6,427-38.7% | $2,757+43.0% |
| Participant deferral / active EE | $4,546 | $7,076-35.8% | $9,133-50.2% | $4,299+5.7% |
| Admin fee / account holder | $6,794 | $10,489-35.2% | $13,898-51.1% | $6,924-1.9% |