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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 | $5,077 | $67,823-92.5% | $52,425-90.3% | $137,256-96.3% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 11.30% | 219.11%-207.8pp | 302.12%-290.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $395 | $1,163-66.1% | $914-56.8% | $4,156-90.5% |
| Participant deferral / active EE | $750 | $2,288-67.2% | $1,790-58.1% | $6,407-88.3% |
| Admin fee / account holder | $1,353 | $2,844-52.4% | $2,495-45.8% | $12,270-89.0% |