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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 | $98,281 | $67,411+45.8% | $91,004+8.0% | $70,126+40.1% |
| Participation rate | 88.6% | 71.4%+17.2pp | 75.6%+13.0pp | 69.5%+19.0pp |
| Annual return | 13.83% | -40.16%+54.0pp | 4.60%+9.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,309 | $1,786-26.7% | $2,456-46.7% | $2,343-44.1% |
| Participant deferral / active EE | $2,836 | $2,823+0.5% | $3,548-20.1% | $3,332-14.9% |
| Admin fee / account holder | $10,794 | $4,236+154.8% | $5,417+99.3% | $4,645+132.4% |