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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 | $91,169 | $95,453-4.5% | $112,040-18.6% | $82,448+10.6% |
| Participation rate | 77.5% | 72.8%+4.7pp | 76.5%+1.0pp | 68.1%+9.4pp |
| Annual return | 17.18% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,897 | $2,318-18.1% | $2,954-35.8% | $2,551-25.6% |
| Participant deferral / active EE | $3,814 | $4,224-9.7% | $5,098-25.2% | $4,139-7.9% |
| Admin fee / account holder | $24,902 | $9,013+176.3% | $12,098+105.8% | $7,234+244.2% |