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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 | $13,486 | $67,823-80.1% | $52,425-74.3% | $137,256-90.2% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 14.33% | 219.11%-204.8pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,103 | $1,163-5.2% | $914+20.6% | $4,156-73.5% |
| Participant deferral / active EE | $3,791 | $2,288+65.7% | $1,790+111.7% | $6,407-40.8% |
| Admin fee / account holder | $3,147 | $2,844+10.7% | $2,495+26.1% | $12,270-74.4% |