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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 | $66,937 | $45,043+48.6% | $63,005+6.2% | $70,124-4.5% |
| Participation rate | 85.3% | 69.5%+15.8pp | 74.8%+10.5pp | 69.5%+15.8pp |
| Annual return | 12.91% | 18.76%-5.8pp | 87.59%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $6,597 | $2,052+221.5% | $2,760+139.0% | $2,342+181.6% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,549 | $2,833-10.0% | $3,599-29.2% | $4,645-45.1% |