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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 | $43,723 | $61,755-29.2% | $97,161-55.0% | $80,911-46.0% |
| Participation rate | 81.7% | 63.5%+18.2pp | 72.7%+9.0pp | 67.6%+14.0pp |
| Annual return | 11.95% | -557.90%+569.9pp | 75.36%-63.4pp | 35.63%-23.7pp |
| Employer contribution / active EE | $520 | $1,835-71.7% | $2,723-80.9% | $2,756-81.1% |
| Participant deferral / active EE | $3,096 | $3,026+2.3% | $4,265-27.4% | $4,297-27.9% |
| Admin fee / account holder | $4,666 | $5,166-9.7% | $5,647-17.4% | $6,935-32.7% |