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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 | $3,923 | $67,823-94.2% | $52,425-92.5% | $137,256-97.1% |
| Participation rate | 76.5% | 63.9%+12.6pp | 55.6%+20.8pp | 80.0%-3.5pp |
| Annual return | 20.73% | 219.11%-198.4pp | 302.12%-281.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $781 | $1,163-32.8% | $914-14.6% | $4,156-81.2% |
| Participant deferral / active EE | $1,706 | $2,288-25.4% | $1,790-4.7% | $6,407-73.4% |
| Admin fee / account holder | $595 | $2,844-79.1% | $2,495-76.2% | $12,270-95.2% |