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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 | $21,032 | $67,823-69.0% | $52,425-59.9% | $137,256-84.7% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 14.62% | 219.11%-204.5pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,341 | $1,163+15.3% | $914+46.7% | $4,156-67.7% |
| Participant deferral / active EE | $3,633 | $2,288+58.8% | $1,790+102.9% | $6,407-43.3% |
| Admin fee / account holder | $4,345 | $2,844+52.8% | $2,495+74.1% | $12,270-64.6% |