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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 | $69,118-63.2% | $53,647-52.6% | $138,895-81.7% |
| Participation rate | 71.4% | 64.0%+7.5pp | 56.3%+15.1pp | 79.9%-8.5pp |
| Annual return | 9.40% | 248.26%-238.9pp | 358.33%-348.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $2,142 | $1,189+80.1% | $962+122.7% | $4,194-48.9% |
| Participant deferral / active EE | $3,423 | $2,274+50.5% | $1,813+88.8% | $6,396-46.5% |
| Admin fee / account holder | $4,427 | $2,724+62.5% | $2,460+80.0% | $12,562-64.8% |