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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 | $5,527 | $23,330-76.3% | $64,489-91.4% | $82,448-93.3% |
| Participation rate | 81.5% | 68.3%+13.2pp | 67.7%+13.8pp | 68.1%+13.4pp |
| Annual return | 46.26% | 83.66%-37.4pp | 55.03%-8.8pp | 41.64%+4.6pp |
| Employer contribution / active EE | $280 | $824-66.0% | $1,523-81.6% | $2,551-89.0% |
| Participant deferral / active EE | $1,063 | $1,707-37.7% | $2,778-61.7% | $4,139-74.3% |
| Admin fee / account holder | $675 | $2,946-77.1% | $4,260-84.2% | $7,234-90.7% |