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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 | $5,481 | $67,823-91.9% | $52,425-89.5% | $137,256-96.0% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 18.93% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $740 | $1,163-36.4% | $914-19.1% | $4,156-82.2% |
| Participant deferral / active EE | $1,887 | $2,288-17.5% | $1,790+5.4% | $6,407-70.5% |
| Admin fee / account holder | $954 | $2,844-66.4% | $2,495-61.8% | $12,270-92.2% |