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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 | $57,560 | $181,896-68.4% | $156,551-63.2% | $273,972-79.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 14.52% | 30.74%-16.2pp | 32.23%-17.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $3,167 | $6,248-49.3% | $5,501-42.4% | $4,869-35.0% |
| Participant deferral / active EE | $6,404 | $5,550+15.4% | $4,871+31.5% | $5,287+21.1% |
| Admin fee / account holder | $517 | $15,560-96.7% | $13,028-96.0% | $10,133-94.9% |