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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 | $1,925 | $104,650-98.2% | $83,854-97.7% | $155,188-98.8% |
| Participation rate | 81.8% | 65.1%+16.7pp | 59.1%+22.7pp | 80.8%+1.0pp |
| Annual return | 10.05% | 28.97%-18.9pp | 31.39%-21.3pp | 148.84%-138.8pp |
| Employer contribution / active EE | $379 | $1,196-68.4% | $1,017-62.8% | $4,248-91.1% |
| Participant deferral / active EE | $807 | $2,367-65.9% | $2,035-60.3% | $6,531-87.6% |
| Admin fee / account holder | $1,624 | $3,518-53.8% | $3,197-49.2% | $14,480-88.8% |