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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 | $5,825 | $25,014-76.7% | $69,611-91.6% | $80,925-92.8% |
| Participation rate | 76.5% | 64.2%+12.3pp | 66.4%+10.0pp | 67.7%+8.8pp |
| Annual return | 15.43% | 19.08%-3.7pp | 101.14%-85.7pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,217 | $991+22.8% | $1,709-28.8% | $2,756-55.8% |
| Participant deferral / active EE | $1,873 | $1,840+1.8% | $2,891-35.2% | $4,299-56.4% |
| Admin fee / account holder | $505 | $2,491-79.7% | $4,696-89.3% | $6,940-92.7% |