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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 | $12,996 | $67,823-80.8% | $52,425-75.2% | $137,256-90.5% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 21.24% | 219.11%-197.9pp | 302.12%-280.9pp | 220.34%-199.1pp |
| Employer contribution / active EE | $662 | $1,163-43.1% | $914-27.6% | $4,156-84.1% |
| Participant deferral / active EE | $1,410 | $2,288-38.4% | $1,790-21.2% | $6,407-78.0% |
| Admin fee / account holder | $535 | $2,844-81.2% | $2,495-78.5% | $12,270-95.6% |