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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 | $4,395 | $67,823-93.5% | $52,425-91.6% | $137,256-96.8% |
| Participation rate | 79.2% | 63.9%+15.3pp | 55.6%+23.5pp | 80.0%-0.8pp |
| Annual return | 19.37% | 219.11%-199.7pp | 302.12%-282.7pp | 220.34%-201.0pp |
| Employer contribution / active EE | $908 | $1,163-21.9% | $914-0.6% | $4,156-78.1% |
| Participant deferral / active EE | $1,272 | $2,288-44.4% | $1,790-29.0% | $6,407-80.1% |
| Admin fee / account holder | $306 | $2,844-89.3% | $2,495-87.7% | $12,270-97.5% |