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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 | $69,118-97.2% | $53,647-96.4% | $138,895-98.6% |
| Participation rate | 81.8% | 64.0%+17.8pp | 56.3%+25.5pp | 79.9%+1.9pp |
| Annual return | 10.05% | 248.26%-238.2pp | 358.33%-348.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $379 | $1,189-68.2% | $962-60.6% | $4,194-91.0% |
| Participant deferral / active EE | $807 | $2,274-64.5% | $1,813-55.5% | $6,396-87.4% |
| Admin fee / account holder | $1,624 | $2,724-40.4% | $2,460-34.0% | $12,562-87.1% |