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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 | $14,931 | $67,823-78.0% | $52,425-71.5% | $137,256-89.1% |
| Participation rate | 95.8% | 63.9%+31.9pp | 55.6%+40.2pp | 80.0%+15.9pp |
| Annual return | 21.14% | 219.11%-198.0pp | 302.12%-281.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,403 | $1,163+20.6% | $914+53.4% | $4,156-66.3% |
| Participant deferral / active EE | $3,585 | $2,288+56.7% | $1,790+100.2% | $6,407-44.0% |
| Admin fee / account holder | $1,327 | $2,844-53.3% | $2,495-46.8% | $12,270-89.2% |