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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 | $4,753 | $23,330-79.6% | $64,489-92.6% | $82,448-94.2% |
| Participation rate | 73.6% | 68.3%+5.3pp | 67.7%+5.9pp | 68.1%+5.5pp |
| Annual return | 18.60% | 83.66%-65.1pp | 55.03%-36.4pp | 41.64%-23.0pp |
| Employer contribution / active EE | $576 | $824-30.1% | $1,523-62.1% | $2,551-77.4% |
| Participant deferral / active EE | $1,718 | $1,707+0.6% | $2,778-38.2% | $4,139-58.5% |
| Admin fee / account holder | $889 | $2,946-69.8% | $4,260-79.1% | $7,234-87.7% |