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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 | $63,627 | $57,590+10.5% | $86,233-26.2% | $82,448-22.8% |
| Participation rate | 80.5% | 57.9%+22.6pp | 69.0%+11.5pp | 68.1%+12.4pp |
| Annual return | 26.96% | 22.41%+4.5pp | 61.39%-34.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $1,947 | $1,655+17.6% | $2,504-22.3% | $2,551-23.7% |
| Participant deferral / active EE | $4,116 | $3,080+33.6% | $4,559-9.7% | $4,139-0.6% |
| Admin fee / account holder | $3,272 | $4,730-30.8% | $8,342-60.8% | $7,234-54.8% |