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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 | $94,439-94.6% | $73,658-93.1% | $154,746-96.7% |
| Participation rate | 78.6% | 64.7%+13.9pp | 57.0%+21.5pp | 80.7%-2.1pp |
| Annual return | 11.30% | 28.25%-17.0pp | 29.72%-18.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $395 | $1,257-68.6% | $1,032-61.8% | $4,379-91.0% |
| Participant deferral / active EE | $750 | $2,527-70.3% | $2,062-63.6% | $6,730-88.9% |
| Admin fee / account holder | $1,353 | $3,843-64.8% | $3,357-59.7% | $14,365-90.6% |