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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 | $2,737 | $36,948-92.6% | $73,658-96.3% | $87,485-96.9% |
| Participation rate | 85.3% | 46.8%+38.5pp | 57.0%+28.3pp | 68.9%+16.4pp |
| Annual return | 42.06% | 28.64%+13.4pp | 29.72%+12.3pp | 26.06%+16.0pp |
| Employer contribution / active EE | $1,004 | $670+49.8% | $1,032-2.8% | $2,596-61.3% |
| Participant deferral / active EE | $1,031 | $1,379-25.3% | $2,062-50.0% | $4,274-75.9% |
| Admin fee / account holder | $324 | $2,531-87.2% | $3,357-90.3% | $7,775-95.8% |