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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 | $126,628 | $147,594-14.2% | $121,871+3.9% | $198,609-36.2% |
| Participation rate | 91.3% | 78.0%+13.4pp | 73.2%+18.1pp | 82.4%+8.9pp |
| Annual return | 8.98% | 12.94%-4.0pp | 13.57%-4.6pp | 202.70%-193.7pp |
| Employer contribution / active EE | $1,674 | $3,007-44.3% | $2,731-38.7% | $5,055-66.9% |
| Participant deferral / active EE | $4,442 | $5,168-14.1% | $4,318+2.9% | $6,977-36.3% |
| Admin fee / account holder | $72,304 | $15,134+377.8% | $11,551+525.9% | $19,030+279.9% |