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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 | $23,887 | $67,823-64.8% | $52,425-54.4% | $137,256-82.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 19.09% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,209 | $1,163+3.9% | $914+32.2% | $4,156-70.9% |
| Participant deferral / active EE | $2,682 | $2,288+17.2% | $1,790+49.8% | $6,407-58.1% |
| Admin fee / account holder | $1,171 | $2,844-58.8% | $2,495-53.1% | $12,270-90.5% |