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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 | $5,400 | $69,118-92.2% | $53,647-89.9% | $138,895-96.1% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 21.95% | 248.26%-226.3pp | 358.33%-336.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $711 | $1,189-40.3% | $962-26.1% | $4,194-83.1% |
| Participant deferral / active EE | $1,111 | $2,274-51.2% | $1,813-38.7% | $6,396-82.6% |
| Admin fee / account holder | $1,644 | $2,724-39.7% | $2,460-33.2% | $12,562-86.9% |