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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 | $6,709 | $16,790-60.0% | $64,489-89.6% | $67,986-90.1% |
| Participation rate | 72.0% | 62.4%+9.6pp | 67.7%+4.4pp | 57.2%+14.8pp |
| Annual return | 80.46% | 30.55%+49.9pp | 55.03%+25.4pp | 31.67%+48.8pp |
| Employer contribution / active EE | $464 | $648-28.4% | $1,523-69.6% | $2,019-77.0% |
| Participant deferral / active EE | $1,175 | $1,510-22.2% | $2,778-57.7% | $3,358-65.0% |
| Admin fee / account holder | $746 | $1,690-55.9% | $4,260-82.5% | $3,203-76.7% |