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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 | $10,893 | $77,908-86.0% | $149,696-92.7% | $75,173-85.5% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 15.72% | 31.73%-16.0pp | 134.46%-118.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $911 | $3,138-71.0% | $4,821-81.1% | $2,671-65.9% |
| Participant deferral / active EE | $2,226 | $3,411-34.7% | $5,682-60.8% | $4,126-46.0% |
| Admin fee / account holder | $639 | $5,950-89.3% | $13,212-95.2% | $5,651-88.7% |