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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 | $19,451 | $90,320-78.5% | $59,496-67.3% | $125,389-84.5% |
| Participation rate | 90.9% | 68.3%+22.6pp | 54.6%+36.4pp | 83.2%+7.7pp |
| Annual return | 1.70% | 369.13%-367.4pp | 182.05%-180.3pp | 282.24%-280.5pp |
| Employer contribution / active EE | $687 | $1,792-61.7% | $1,153-40.5% | $4,866-85.9% |
| Participant deferral / active EE | $4,400 | $2,716+62.0% | $1,829+140.6% | $5,352-17.8% |
| Admin fee / account holder | $964 | $3,063-68.5% | $2,232-56.8% | $9,541-89.9% |