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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% | $69,460-91.9% | $80,911-93.0% |
| Participation rate | 94.3% | 64.2%+30.1pp | 66.4%+27.9pp | 67.6%+26.7pp |
| Annual return | 13.10% | 19.08%-6.0pp | 100.80%-87.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $536 | $991-46.0% | $1,714-68.7% | $2,756-80.6% |
| Participant deferral / active EE | $1,168 | $1,839-36.5% | $2,890-59.6% | $4,297-72.8% |
| Admin fee / account holder | $488 | $2,491-80.4% | $4,695-89.6% | $6,935-93.0% |