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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 | $3,536 | $69,118-94.9% | $53,647-93.4% | $138,895-97.5% |
| Participation rate | 93.3% | 64.0%+29.4pp | 56.3%+37.1pp | 79.9%+13.4pp |
| Annual return | 23.20% | 248.26%-225.1pp | 358.33%-335.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $771 | $1,189-35.2% | $962-19.8% | $4,194-81.6% |
| Participant deferral / active EE | $1,673 | $2,274-26.4% | $1,813-7.7% | $6,396-73.8% |
| Admin fee / account holder | $1,200 | $2,724-55.9% | $2,460-51.2% | $12,562-90.4% |