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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 | $4,813 | $23,330-79.4% | $64,489-92.5% | $82,448-94.2% |
| Participation rate | 85.2% | 68.3%+17.0pp | 67.7%+17.6pp | 68.1%+17.2pp |
| Annual return | 23.06% | 83.66%-60.6pp | 55.03%-32.0pp | 41.64%-18.6pp |
| Employer contribution / active EE | $377 | $824-54.2% | $1,523-75.2% | $2,551-85.2% |
| Participant deferral / active EE | $1,478 | $1,707-13.4% | $2,778-46.8% | $4,139-64.3% |
| Admin fee / account holder | $687 | $2,946-76.7% | $4,260-83.9% | $7,234-90.5% |