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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 | $201,264-22.4% | $184,185-15.2% | $145,978+7.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 14.70% | 29.00%-14.3pp | 28.81%-14.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,904 | $7,021-72.9% | $6,426-70.4% | $4,662-59.2% |
| Participant deferral / active EE | $6,205 | $9,806-36.7% | $9,132-32.1% | $6,690-7.2% |
| Admin fee / account holder | $8,325 | $16,376-49.2% | $13,909-40.2% | $13,400-37.9% |