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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 | $86,940-22.6% | $102,434-34.3% | $80,935-16.9% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 12.62% | 18.89%-6.3pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,168 | $2,370+33.7% | $3,023+4.8% | $2,757+14.9% |
| Participant deferral / active EE | $8,492 | $4,121+106.1% | $5,055+68.0% | $4,299+97.5% |
| Admin fee / account holder | $10,071 | $8,047+25.2% | $9,462+6.4% | $6,924+45.4% |