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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 | $60,239 | $48,364+24.6% | $71,796-16.1% | $62,881-4.2% |
| Participation rate | 72.7% | 60.6%+12.1pp | 69.1%+3.6pp | 69.3%+3.4pp |
| Annual return | 10.13% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $246 | $1,042-76.4% | $1,924-87.2% | $2,281-89.2% |
| Participant deferral / active EE | $3,653 | $2,091+74.7% | $2,794+30.7% | $3,203+14.0% |
| Admin fee / account holder | $3,553 | $3,771-5.8% | $4,815-26.2% | $4,296-17.3% |