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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 | $41,252 | $67,823-39.2% | $52,425-21.3% | $137,256-69.9% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 17.08% | 219.11%-202.0pp | 302.12%-285.0pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,465 | $1,163+26.0% | $914+60.3% | $4,156-64.7% |
| Participant deferral / active EE | $4,957 | $2,288+116.7% | $1,790+176.9% | $6,407-22.6% |
| Admin fee / account holder | $616 | $2,844-78.3% | $2,495-75.3% | $12,270-95.0% |