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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 | $2,683 | $25,014-89.3% | $69,632-96.1% | $80,959-96.7% |
| Participation rate | 86.2% | 64.2%+21.9pp | 66.4%+19.7pp | 67.7%+18.5pp |
| Annual return | 22.91% | 19.08%+3.8pp | 101.32%-78.4pp | 35.67%-12.8pp |
| Employer contribution / active EE | $354 | $991-64.3% | $1,708-79.3% | $2,757-87.2% |
| Participant deferral / active EE | $1,369 | $1,840-25.6% | $2,889-52.6% | $4,300-68.2% |
| Admin fee / account holder | $821 | $2,491-67.0% | $4,695-82.5% | $6,925-88.1% |