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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 | $14,465 | $67,823-78.7% | $52,425-72.4% | $137,256-89.5% |
| Participation rate | 77.8% | 63.9%+13.9pp | 55.6%+22.2pp | 80.0%-2.2pp |
| Annual return | 18.17% | 219.11%-200.9pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,148 | $1,163-1.2% | $914+25.6% | $4,156-72.4% |
| Participant deferral / active EE | $2,003 | $2,288-12.5% | $1,790+11.9% | $6,407-68.7% |
| Admin fee / account holder | $1,838 | $2,844-35.4% | $2,495-26.3% | $12,270-85.0% |