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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 | $98,122 | $83,045+18.2% | $130,045-24.5% | $71,511+37.2% |
| Participation rate | 92.5% | 74.1%+18.4pp | 78.5%+14.0pp | 67.9%+24.6pp |
| Annual return | 19.39% | 20.61%-1.2pp | -137.30%+156.7pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,716 | $2,623-34.6% | $4,321-60.3% | $2,589-33.7% |
| Participant deferral / active EE | $4,490 | $4,436+1.2% | $5,820-22.8% | $4,291+4.6% |
| Admin fee / account holder | $2,460 | $1,727+42.5% | $10,600-76.8% | $1,588+54.9% |