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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 | $94,439-95.3% | $73,658-94.0% | $154,746-97.2% |
| Participation rate | 79.2% | 64.7%+14.5pp | 57.0%+22.1pp | 80.7%-1.5pp |
| Annual return | 19.37% | 28.25%-8.9pp | 29.72%-10.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $908 | $1,257-27.8% | $1,032-12.0% | $4,379-79.3% |
| Participant deferral / active EE | $1,272 | $2,527-49.7% | $2,062-38.3% | $6,730-81.1% |
| Admin fee / account holder | $306 | $3,843-92.0% | $3,357-90.9% | $14,365-97.9% |