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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 | $1,864 | $23,330-92.0% | $64,489-97.1% | $82,448-97.7% |
| Participation rate | 84.7% | 68.3%+16.4pp | 67.7%+17.0pp | 68.1%+16.7pp |
| Annual return | 18.90% | 83.66%-64.8pp | 55.03%-36.1pp | 41.64%-22.7pp |
| Employer contribution / active EE | $321 | $824-61.1% | $1,523-78.9% | $2,551-87.4% |
| Participant deferral / active EE | $968 | $1,707-43.3% | $2,778-65.2% | $4,139-76.6% |
| Admin fee / account holder | $603 | $2,946-79.5% | $4,260-85.8% | $7,234-91.7% |