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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 | $96,289+62.6% | $213,469-26.7% | $87,485+79.0% |
| Participation rate | 72.9% | 69.6%+3.3pp | 77.1%-4.2pp | 68.9%+3.9pp |
| Annual return | 19.06% | 17.78%+1.3pp | 20.58%-1.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,755 | $3,035-42.2% | $4,994-64.9% | $2,596-32.4% |
| Participant deferral / active EE | $4,981 | $4,750+4.9% | $6,841-27.2% | $4,274+16.6% |
| Admin fee / account holder | $2,852 | $9,670-70.5% | $27,141-89.5% | $7,775-63.3% |