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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 | $157,985 | $181,896-13.1% | $156,551+0.9% | $273,972-42.3% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.16% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,872 | $6,248-54.0% | $5,501-47.8% | $4,869-41.0% |
| Participant deferral / active EE | $3,416 | $5,550-38.4% | $4,871-29.9% | $5,287-35.4% |
| Admin fee / account holder | $741 | $15,560-95.2% | $13,028-94.3% | $10,133-92.7% |