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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 | $163,927 | $135,956+20.6% | $123,894+32.3% | $273,972-40.2% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 5.42% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,746 | $5,170-66.2% | $4,617-62.2% | $4,869-64.1% |
| Participant deferral / active EE | $3,503 | $6,343-44.8% | $5,984-41.5% | $5,287-33.7% |
| Admin fee / account holder | $434 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |