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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 | $5,863 | $28,624-79.5% | $53,647-89.1% | $82,637-92.9% |
| Participation rate | 74.5% | 47.3%+27.2pp | 56.3%+18.2pp | 68.1%+6.5pp |
| Annual return | 19.36% | 664.98%-645.6pp | 358.33%-339.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $946 | $637+48.6% | $962-1.7% | $2,552-62.9% |
| Participant deferral / active EE | $1,025 | $1,196-14.3% | $1,813-43.5% | $4,126-75.2% |
| Admin fee / account holder | $998 | $2,022-50.6% | $2,460-59.4% | $7,339-86.4% |