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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 | $26,655 | $67,823-60.7% | $52,425-49.2% | $137,256-80.6% |
| Participation rate | 79.2% | 63.9%+15.3pp | 55.6%+23.5pp | 80.0%-0.8pp |
| Annual return | 22.63% | 219.11%-196.5pp | 302.12%-279.5pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,426 | $1,163+280.6% | $914+384.1% | $4,156+6.5% |
| Participant deferral / active EE | $4,331 | $2,288+89.3% | $1,790+141.9% | $6,407-32.4% |
| Admin fee / account holder | $1,437 | $2,844-49.5% | $2,495-42.4% | $12,270-88.3% |