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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 | $85,347 | $67,411+26.6% | $91,004-6.2% | $70,126+21.7% |
| Participation rate | 88.7% | 71.4%+17.4pp | 75.6%+13.1pp | 69.5%+19.2pp |
| Annual return | 18.89% | -40.16%+59.1pp | 4.60%+14.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $1,475 | $1,786-17.4% | $2,456-39.9% | $2,343-37.0% |
| Participant deferral / active EE | $2,247 | $2,823-20.4% | $3,548-36.7% | $3,332-32.6% |
| Admin fee / account holder | $2,369 | $4,236-44.1% | $5,417-56.3% | $4,645-49.0% |