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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 | $4,558 | $104,650-95.6% | $83,854-94.6% | $155,188-97.1% |
| Participation rate | 87.5% | 65.1%+22.4pp | 59.1%+28.4pp | 80.8%+6.7pp |
| Annual return | 24.23% | 28.97%-4.7pp | 31.39%-7.2pp | 148.84%-124.6pp |
| Employer contribution / active EE | $825 | $1,196-31.1% | $1,017-18.9% | $4,248-80.6% |
| Participant deferral / active EE | $933 | $2,367-60.6% | $2,035-54.1% | $6,531-85.7% |
| Admin fee / account holder | $343 | $3,518-90.2% | $3,197-89.3% | $14,480-97.6% |