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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 | $29,337 | $67,823-56.7% | $52,425-44.0% | $137,256-78.6% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 23.82% | 219.11%-195.3pp | 302.12%-278.3pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,179 | $1,163+1.4% | $914+28.9% | $4,156-71.6% |
| Participant deferral / active EE | $5,894 | $2,288+157.6% | $1,790+229.2% | $6,407-8.0% |
| Admin fee / account holder | $344 | $2,844-87.9% | $2,495-86.2% | $12,270-97.2% |