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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 | $90,699 | $67,411+34.5% | $91,004-0.3% | $70,126+29.3% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 17.38% | -40.16%+57.5pp | 4.60%+12.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,563 | $1,786-12.5% | $2,456-36.4% | $2,343-33.3% |
| Participant deferral / active EE | $3,436 | $2,823+21.7% | $3,548-3.1% | $3,332+3.1% |
| Admin fee / account holder | $1,044 | $4,236-75.4% | $5,417-80.7% | $4,645-77.5% |