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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 | $66,827 | $63,773+4.8% | $81,286-17.8% | $80,925-17.4% |
| Participation rate | 93.2% | 63.9%+29.3pp | 69.5%+23.7pp | 67.7%+25.6pp |
| Annual return | 19.62% | 16.37%+3.2pp | 24.80%-5.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $5,707 | $1,979+188.3% | $2,463+131.7% | $2,756+107.0% |
| Participant deferral / active EE | $8,562 | $3,093+176.8% | $3,883+120.5% | $4,299+99.2% |
| Admin fee / account holder | $49,601 | $5,682+772.9% | $5,764+760.5% | $6,940+614.7% |