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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 | $5,650 | $25,014-77.4% | $69,632-91.9% | $80,959-93.0% |
| Participation rate | 94.3% | 64.2%+30.1pp | 66.4%+27.9pp | 67.7%+26.7pp |
| Annual return | 13.10% | 19.08%-6.0pp | 101.32%-88.2pp | 35.67%-22.6pp |
| Employer contribution / active EE | $536 | $991-46.0% | $1,708-68.6% | $2,757-80.6% |
| Participant deferral / active EE | $1,168 | $1,840-36.5% | $2,889-59.6% | $4,300-72.8% |
| Admin fee / account holder | $488 | $2,491-80.4% | $4,695-89.6% | $6,925-93.0% |