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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 | $3,694 | $25,014-85.2% | $69,611-94.7% | $80,925-95.4% |
| Participation rate | 80.0% | 64.2%+15.8pp | 66.4%+13.6pp | 67.7%+12.3pp |
| Annual return | 14.21% | 19.08%-4.9pp | 101.14%-86.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $523 | $991-47.3% | $1,709-69.4% | $2,756-81.0% |
| Participant deferral / active EE | $839 | $1,840-54.4% | $2,891-71.0% | $4,299-80.5% |
| Admin fee / account holder | $1,006 | $2,491-59.6% | $4,696-78.6% | $6,940-85.5% |