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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 | $156,572 | $92,811+68.7% | $238,191-34.3% | $86,983+80.0% |
| Participation rate | 72.9% | 69.3%+3.5pp | 77.1%-4.2pp | 69.5%+3.3pp |
| Annual return | 19.06% | 16.16%+2.9pp | 13.02%+6.0pp | 25.83%-6.8pp |
| Employer contribution / active EE | $1,755 | $2,728-35.7% | $5,082-65.5% | $2,584-32.1% |
| Participant deferral / active EE | $4,981 | $4,479+11.2% | $6,726-25.9% | $4,194+18.8% |
| Admin fee / account holder | $2,852 | $9,177-68.9% | $34,582-91.8% | $7,856-63.7% |