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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 | $4,546 | $25,014-81.8% | $69,623-93.5% | $80,935-94.4% |
| Participation rate | 88.4% | 64.2%+24.2pp | 66.4%+21.9pp | 67.7%+20.7pp |
| Annual return | 17.34% | 19.08%-1.7pp | 101.23%-83.9pp | 35.66%-18.3pp |
| Employer contribution / active EE | $788 | $991-20.5% | $1,709-53.9% | $2,757-71.4% |
| Participant deferral / active EE | $1,686 | $1,840-8.3% | $2,890-41.6% | $4,299-60.8% |
| Admin fee / account holder | $878 | $2,491-64.7% | $4,696-81.3% | $6,924-87.3% |