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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 | $13,235 | $46,360-71.5% | $147,618-91.0% | $52,331-74.7% |
| Participation rate | 86.1% | 64.9%+21.2pp | 84.6%+1.5pp | 68.1%+18.0pp |
| Annual return | 1.71% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $464 | $2,126-78.2% | $5,565-91.7% | $1,882-75.3% |
| Participant deferral / active EE | $1,556 | $2,258-31.1% | $4,895-68.2% | $3,022-48.5% |
| Admin fee / account holder | $669 | $766-12.7% | $11,612-94.2% | $592+13.0% |