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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 | $10,059 | $77,901-87.1% | $149,717-93.3% | $75,181-86.6% |
| Participation rate | 84.5% | 65.6%+18.9pp | 78.8%+5.7pp | 67.2%+17.3pp |
| Annual return | 34.27% | 31.73%+2.5pp | 134.41%-100.1pp | 160.69%-126.4pp |
| Employer contribution / active EE | $820 | $3,137-73.9% | $4,820-83.0% | $2,671-69.3% |
| Participant deferral / active EE | $1,556 | $3,411-54.4% | $5,682-72.6% | $4,126-62.3% |
| Admin fee / account holder | $872 | $5,949-85.3% | $13,213-93.4% | $5,650-84.6% |