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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 | $155,997 | $104,251+49.6% | $91,004+71.4% | $147,586+5.7% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 15.61% | 27.06%-11.5pp | 4.60%+11.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,781 | $3,116-42.8% | $2,456-27.5% | $4,876-63.5% |
| Participant deferral / active EE | $4,779 | $4,195+13.9% | $3,548+34.7% | $5,439-12.1% |
| Admin fee / account holder | $2,903 | $8,948-67.6% | $5,417-46.4% | $10,886-73.3% |