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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 | $5,065 | $36,948-86.3% | $73,658-93.1% | $87,485-94.2% |
| Participation rate | 85.3% | 46.8%+38.5pp | 57.0%+28.3pp | 68.9%+16.4pp |
| Annual return | 17.66% | 28.64%-11.0pp | 29.72%-12.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,172 | $670+75.0% | $1,032+13.6% | $2,596-54.8% |
| Participant deferral / active EE | $1,636 | $1,379+18.6% | $2,062-20.7% | $4,274-61.7% |
| Admin fee / account holder | $896 | $2,531-64.6% | $3,357-73.3% | $7,775-88.5% |