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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 | $35,750 | $75,962-52.9% | $154,108-76.8% | $64,173-44.3% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | 2.02% | 30.32%-28.3pp | 735.21%-733.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $830 | $3,350-75.2% | $5,298-84.3% | $2,381-65.1% |
| Participant deferral / active EE | $5,024 | $3,175+58.2% | $5,081-1.1% | $3,470+44.8% |
| Admin fee / account holder | $493 | $5,589-91.2% | $13,411-96.3% | $4,887-89.9% |