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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 | $4,433 | $104,650-95.8% | $83,854-94.7% | $155,188-97.1% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 5.92% | 28.97%-23.1pp | 31.39%-25.5pp | 148.84%-142.9pp |
| Employer contribution / active EE | $681 | $1,196-43.1% | $1,017-33.1% | $4,248-84.0% |
| Participant deferral / active EE | $2,560 | $2,367+8.1% | $2,035+25.8% | $6,531-60.8% |
| Admin fee / account holder | $957 | $3,518-72.8% | $3,197-70.1% | $14,480-93.4% |