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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 | $69,118-92.7% | $53,647-90.5% | $138,895-96.3% |
| Participation rate | 78.6% | 64.0%+14.6pp | 56.3%+22.3pp | 79.9%-1.3pp |
| Annual return | 11.30% | 248.26%-237.0pp | 358.33%-347.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $395 | $1,189-66.8% | $962-59.0% | $4,194-90.6% |
| Participant deferral / active EE | $750 | $2,274-67.0% | $1,813-58.7% | $6,396-88.3% |
| Admin fee / account holder | $1,353 | $2,724-50.3% | $2,460-45.0% | $12,562-89.2% |