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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 | $28,931 | $67,823-57.3% | $52,425-44.8% | $137,256-78.9% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 19.42% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-200.9pp |
| Employer contribution / active EE | $782 | $1,163-32.7% | $914-14.4% | $4,156-81.2% |
| Participant deferral / active EE | $7,903 | $2,288+245.4% | $1,790+341.4% | $6,407+23.4% |
| Admin fee / account holder | $1,461 | $2,844-48.6% | $2,495-41.5% | $12,270-88.1% |