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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 | $4,080 | $23,330-82.5% | $64,489-93.7% | $82,448-95.1% |
| Participation rate | 77.4% | 68.3%+9.1pp | 67.7%+9.7pp | 68.1%+9.3pp |
| Annual return | 20.47% | 83.66%-63.2pp | 55.03%-34.6pp | 41.64%-21.2pp |
| Employer contribution / active EE | $468 | $824-43.2% | $1,523-69.3% | $2,551-81.7% |
| Participant deferral / active EE | $1,210 | $1,707-29.2% | $2,778-56.5% | $4,139-70.8% |
| Admin fee / account holder | $613 | $2,946-79.2% | $4,260-85.6% | $7,234-91.5% |