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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 | $99,410 | $46,596+113.3% | $64,099+55.1% | $75,181+32.2% |
| Participation rate | 90.7% | 65.9%+24.7pp | 72.3%+18.4pp | 67.2%+23.5pp |
| Annual return | 17.67% | 26.04%-8.4pp | 33.70%-16.0pp | 160.69%-143.0pp |
| Employer contribution / active EE | $1,742 | $1,975-11.8% | $2,748-36.6% | $2,671-34.8% |
| Participant deferral / active EE | $2,667 | $2,837-6.0% | $3,881-31.3% | $4,126-35.4% |
| Admin fee / account holder | $4,851 | $2,954+64.2% | $3,070+58.0% | $5,650-14.1% |