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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 | $2,235 | $94,439-97.6% | $73,658-97.0% | $154,746-98.6% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 16.35% | 28.25%-11.9pp | 29.72%-13.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $738 | $1,257-41.3% | $1,032-28.5% | $4,379-83.1% |
| Participant deferral / active EE | $970 | $2,527-61.6% | $2,062-53.0% | $6,730-85.6% |
| Admin fee / account holder | $460 | $3,843-88.0% | $3,357-86.3% | $14,365-96.8% |