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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 | $3,019 | $25,014-87.9% | $69,632-95.7% | $80,959-96.3% |
| Participation rate | 71.6% | 64.2%+7.4pp | 66.4%+5.2pp | 67.7%+3.9pp |
| Annual return | 16.85% | 19.08%-2.2pp | 101.32%-84.5pp | 35.67%-18.8pp |
| Employer contribution / active EE | $483 | $991-51.3% | $1,708-71.8% | $2,757-82.5% |
| Participant deferral / active EE | $1,157 | $1,840-37.1% | $2,889-59.9% | $4,300-73.1% |
| Admin fee / account holder | $1,585 | $2,491-36.4% | $4,695-66.2% | $6,925-77.1% |