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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 | $11,863 | $49,177-75.9% | $79,476-85.1% | $64,181-81.5% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | 3.38% | -1.16%+4.5pp | 718.21%-714.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $958 | $2,076-53.9% | $2,800-65.8% | $2,381-59.8% |
| Participant deferral / active EE | $805 | $2,821-71.5% | $3,704-78.3% | $3,470-76.8% |
| Admin fee / account holder | $1,797 | $3,839-53.2% | $5,113-64.9% | $4,887-63.2% |