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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 | $25,934 | $67,823-61.8% | $52,425-50.5% | $137,256-81.1% |
| Participation rate | 94.7% | 63.9%+30.8pp | 55.6%+39.1pp | 80.0%+14.8pp |
| Annual return | 26.78% | 219.11%-192.3pp | 302.12%-275.3pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,054 | $1,163-9.3% | $914+15.3% | $4,156-74.6% |
| Participant deferral / active EE | $3,633 | $2,288+58.8% | $1,790+102.9% | $6,407-43.3% |
| Admin fee / account holder | $2,008 | $2,844-29.4% | $2,495-19.5% | $12,270-83.6% |