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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 | $71,350 | $86,938-17.9% | $102,423-30.3% | $80,925-11.8% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.7%+23.5pp |
| Annual return | 21.26% | 18.89%+2.4pp | 29.42%-8.2pp | 35.65%-14.4pp |
| Employer contribution / active EE | $2,742 | $2,369+15.7% | $3,023-9.3% | $2,756-0.5% |
| Participant deferral / active EE | $6,764 | $4,120+64.2% | $5,054+33.8% | $4,299+57.4% |
| Admin fee / account holder | $1,395 | $8,053-82.7% | $9,455-85.2% | $6,940-79.9% |