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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 | $4,412 | $76,634-94.2% | $56,054-92.1% | $145,978-97.0% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 12.70% | 3004.33%-2991.6pp | 1705.95%-1693.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $632 | $1,380-54.2% | $1,039-39.2% | $4,662-86.4% |
| Participant deferral / active EE | $1,447 | $2,622-44.8% | $1,952-25.9% | $6,690-78.4% |
| Admin fee / account holder | $2,337 | $3,321-29.6% | $2,822-17.2% | $13,400-82.6% |