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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 | $125,987 | $95,453+32.0% | $112,040+12.4% | $82,448+52.8% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.5%+1.9pp | 68.1%+10.3pp |
| Annual return | 14.79% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,903 | $2,318-17.9% | $2,954-35.6% | $2,551-25.4% |
| Participant deferral / active EE | $2,613 | $4,224-38.1% | $5,098-48.7% | $4,139-36.9% |
| Admin fee / account holder | $80,170 | $9,013+789.5% | $12,098+562.7% | $7,234+1008.2% |