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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 | $99,683 | $73,988+34.7% | $96,538+3.3% | $75,177+32.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 13.84% | 26.73%-12.9pp | 35.74%-21.9pp | 160.75%-146.9pp |
| Employer contribution / active EE | $1,667 | $2,930-43.1% | $3,740-55.4% | $2,671-37.6% |
| Participant deferral / active EE | $4,056 | $3,660+10.8% | $4,880-16.9% | $4,126-1.7% |
| Admin fee / account holder | $4,306 | $5,220-17.5% | $6,737-36.1% | $5,651-23.8% |