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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 | $67,207 | $47,944+40.2% | $67,834-0.9% | $62,881+6.9% |
| Participation rate | 85.7% | 61.1%+24.6pp | 68.8%+16.9pp | 69.3%+16.4pp |
| Annual return | 7.16% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,240 | $1,562-20.6% | $2,403-48.4% | $2,281-45.6% |
| Participant deferral / active EE | $3,971 | $2,247+76.8% | $3,160+25.7% | $3,203+24.0% |
| Admin fee / account holder | $2,247 | $3,712-39.5% | $4,622-51.4% | $4,296-47.7% |