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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 | $3,006 | $25,014-88.0% | $69,611-95.7% | $80,925-96.3% |
| Participation rate | 78.1% | 64.2%+13.9pp | 66.4%+11.7pp | 67.7%+10.5pp |
| Annual return | 16.93% | 19.08%-2.2pp | 101.14%-84.2pp | 35.65%-18.7pp |
| Employer contribution / active EE | $580 | $991-41.5% | $1,709-66.0% | $2,756-79.0% |
| Participant deferral / active EE | $1,037 | $1,840-43.6% | $2,891-64.1% | $4,299-75.9% |
| Admin fee / account holder | $615 | $2,491-75.3% | $4,696-86.9% | $6,940-91.1% |