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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 | $21,191 | $46,360-54.3% | $147,617-85.6% | $52,331-59.5% |
| Participation rate | 95.5% | 64.9%+30.6pp | 84.6%+10.9pp | 68.1%+27.4pp |
| Annual return | -1.28% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $923 | $2,126-56.6% | $5,564-83.4% | $1,882-51.0% |
| Participant deferral / active EE | $2,967 | $2,258+31.4% | $4,895-39.4% | $3,022-1.8% |
| Admin fee / account holder | $928 | $766+21.2% | $11,612-92.0% | $592+56.9% |