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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 | $18,709 | $69,118-72.9% | $53,647-65.1% | $138,895-86.5% |
| Participation rate | 72.2% | 64.0%+8.2pp | 56.3%+15.9pp | 79.9%-7.7pp |
| Annual return | 26.72% | 248.26%-221.5pp | 358.33%-331.6pp | 145.39%-118.7pp |
| Employer contribution / active EE | $1,200 | $1,189+0.9% | $962+24.7% | $4,194-71.4% |
| Participant deferral / active EE | $3,869 | $2,274+70.1% | $1,813+113.4% | $6,396-39.5% |
| Admin fee / account holder | $312 | $2,724-88.5% | $2,460-87.3% | $12,562-97.5% |