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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 | $156,127 | $201,372-22.5% | $184,260-15.3% | $145,884+7.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 14.70% | 29.04%-14.3pp | 28.84%-14.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,904 | $7,024-72.9% | $6,427-70.4% | $4,662-59.2% |
| Participant deferral / active EE | $6,205 | $9,808-36.7% | $9,133-32.1% | $6,690-7.2% |
| Admin fee / account holder | $8,325 | $16,362-49.1% | $13,898-40.1% | $13,392-37.8% |