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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 | $100,300 | $67,411+48.8% | $91,004+10.2% | $70,126+43.0% |
| Participation rate | 95.0% | 71.4%+23.6pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 14.57% | -40.16%+54.7pp | 4.60%+10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,639 | $1,786-8.3% | $2,456-33.3% | $2,343-30.1% |
| Participant deferral / active EE | $2,607 | $2,823-7.6% | $3,548-26.5% | $3,332-21.7% |
| Admin fee / account holder | $1,009 | $4,236-76.2% | $5,417-81.4% | $4,645-78.3% |