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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 | $66,211 | $48,364+36.9% | $71,796-7.8% | $62,881+5.3% |
| Participation rate | 82.1% | 60.6%+21.4pp | 69.1%+12.9pp | 69.3%+12.7pp |
| Annual return | 7.19% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $486 | $1,042-53.4% | $1,924-74.8% | $2,281-78.7% |
| Participant deferral / active EE | $2,257 | $2,091+7.9% | $2,794-19.2% | $3,203-29.5% |
| Admin fee / account holder | $2,968 | $3,771-21.3% | $4,815-38.4% | $4,296-30.9% |