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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 | $1,242 | $69,118-98.2% | $53,647-97.7% | $138,895-99.1% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 13.95% | 248.26%-234.3pp | 358.33%-344.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $150 | $1,189-87.4% | $962-84.4% | $4,194-96.4% |
| Participant deferral / active EE | $635 | $2,274-72.1% | $1,813-65.0% | $6,396-90.1% |
| Admin fee / account holder | $794 | $2,724-70.8% | $2,460-67.7% | $12,562-93.7% |