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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 | $65,350 | $115,931-43.6% | $185,441-64.8% | $86,983-24.9% |
| Participation rate | 93.9% | 73.6%+20.3pp | 80.3%+13.6pp | 69.5%+24.3pp |
| Annual return | 14.78% | 21.47%-6.7pp | 20.16%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $2,397 | $2,937-18.4% | $4,672-48.7% | $2,584-7.3% |
| Participant deferral / active EE | $5,554 | $4,551+22.0% | $6,152-9.7% | $4,194+32.4% |
| Admin fee / account holder | $6,520 | $10,687-39.0% | $17,890-63.6% | $7,856-17.0% |