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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 | $99,633+57.1% | $183,328-14.6% | $82,448+89.9% |
| Participation rate | 72.9% | 70.8%+2.1pp | 77.3%-4.5pp | 68.1%+4.8pp |
| Annual return | 19.06% | 17.84%+1.2pp | 29.67%-10.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,755 | $3,256-46.1% | $5,055-65.3% | $2,551-31.2% |
| Participant deferral / active EE | $4,981 | $4,938+0.9% | $6,795-26.7% | $4,139+20.3% |
| Admin fee / account holder | $2,852 | $9,934-71.3% | $21,427-86.7% | $7,234-60.6% |