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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 | $2,612 | $25,014-89.6% | $69,632-96.2% | $80,959-96.8% |
| Participation rate | 83.6% | 64.2%+19.4pp | 66.4%+17.2pp | 67.7%+15.9pp |
| Annual return | 14.00% | 19.08%-5.1pp | 101.32%-87.3pp | 35.67%-21.7pp |
| Employer contribution / active EE | $520 | $991-47.5% | $1,708-69.5% | $2,757-81.1% |
| Participant deferral / active EE | $1,148 | $1,840-37.6% | $2,889-60.2% | $4,300-73.3% |
| Admin fee / account holder | $586 | $2,491-76.5% | $4,695-87.5% | $6,925-91.5% |