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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 | $87,758 | $67,411+30.2% | $91,004-3.6% | $70,126+25.1% |
| Participation rate | 88.2% | 71.4%+16.9pp | 75.6%+12.6pp | 69.5%+18.7pp |
| Annual return | 17.22% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,646 | $1,786-7.9% | $2,456-33.0% | $2,343-29.7% |
| Participant deferral / active EE | $3,507 | $2,823+24.2% | $3,548-1.2% | $3,332+5.3% |
| Admin fee / account holder | $14,228 | $4,236+235.9% | $5,417+162.6% | $4,645+206.3% |