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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 | $2,813 | $69,118-95.9% | $53,647-94.8% | $138,895-98.0% |
| Participation rate | 94.1% | 64.0%+30.1pp | 56.3%+37.8pp | 79.9%+14.2pp |
| Annual return | 13.99% | 248.26%-234.3pp | 358.33%-344.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,031 | $1,189-13.3% | $962+7.2% | $4,194-75.4% |
| Participant deferral / active EE | $1,089 | $2,274-52.1% | $1,813-39.9% | $6,396-83.0% |
| Admin fee / account holder | $2,142 | $2,724-21.4% | $2,460-12.9% | $12,562-83.0% |