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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 | $30,167 | $67,823-55.5% | $52,425-42.5% | $137,256-78.0% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 22.06% | 219.11%-197.1pp | 302.12%-280.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,322 | $1,163+99.6% | $914+154.0% | $4,156-44.1% |
| Participant deferral / active EE | $2,391 | $2,288+4.5% | $1,790+33.5% | $6,407-62.7% |
| Admin fee / account holder | $2,482 | $2,844-12.8% | $2,495-0.5% | $12,270-79.8% |