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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 | $25,441 | $67,823-62.5% | $52,425-51.5% | $137,256-81.5% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 9.40% | 219.11%-209.7pp | 302.12%-292.7pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,142 | $1,163+84.2% | $914+134.3% | $4,156-48.5% |
| Participant deferral / active EE | $3,423 | $2,288+49.6% | $1,790+91.2% | $6,407-46.6% |
| Admin fee / account holder | $4,427 | $2,844+55.7% | $2,495+77.5% | $12,270-63.9% |