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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 | $18,956 | $67,823-72.1% | $52,425-63.8% | $137,256-86.2% |
| Participation rate | 78.3% | 63.9%+14.4pp | 55.6%+22.6pp | 80.0%-1.7pp |
| Annual return | 20.65% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $817 | $1,163-29.7% | $914-10.6% | $4,156-80.3% |
| Participant deferral / active EE | $4,017 | $2,288+75.6% | $1,790+124.3% | $6,407-37.3% |
| Admin fee / account holder | $744 | $2,844-73.9% | $2,495-70.2% | $12,270-93.9% |