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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 | $67,286 | $86,919-22.6% | $102,457-34.3% | $80,911-16.8% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 12.62% | 18.90%-6.3pp | 29.41%-16.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $3,168 | $2,368+33.8% | $3,022+4.8% | $2,756+15.0% |
| Participant deferral / active EE | $8,492 | $4,119+106.2% | $5,054+68.0% | $4,297+97.6% |
| Admin fee / account holder | $10,071 | $8,049+25.1% | $9,451+6.6% | $6,935+45.2% |