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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 | $63,679 | $48,364+31.7% | $71,796-11.3% | $62,881+1.3% |
| Participation rate | 76.5% | 60.6%+15.8pp | 69.1%+7.4pp | 69.3%+7.2pp |
| Annual return | 6.12% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $297 | $1,042-71.5% | $1,924-84.6% | $2,281-87.0% |
| Participant deferral / active EE | $2,593 | $2,091+24.0% | $2,794-7.2% | $3,203-19.0% |
| Admin fee / account holder | $2,113 | $3,771-44.0% | $4,815-56.1% | $4,296-50.8% |