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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 | $99,870 | $83,045+20.3% | $130,026-23.2% | $71,495+39.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 78.5%-3.5pp | 67.9%+7.1pp |
| Annual return | 16.83% | 20.61%-3.8pp | -137.26%+154.1pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,856 | $2,623-29.2% | $4,321-57.0% | $2,589-28.3% |
| Participant deferral / active EE | $3,282 | $4,436-26.0% | $5,821-43.6% | $4,291-23.5% |
| Admin fee / account holder | $5,446 | $1,727+215.3% | $10,608-48.7% | $1,588+243.0% |