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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 | $61,816-29.3% | $97,260-55.0% | $80,935-46.0% |
| Participation rate | 81.7% | 63.5%+18.2pp | 72.7%+9.0pp | 67.7%+14.0pp |
| Annual return | 11.95% | -558.73%+570.7pp | 75.54%-63.6pp | 35.66%-23.7pp |
| Employer contribution / active EE | $520 | $1,836-71.7% | $2,721-80.9% | $2,757-81.2% |
| Participant deferral / active EE | $3,096 | $3,027+2.3% | $4,262-27.3% | $4,299-28.0% |
| Admin fee / account holder | $4,666 | $5,166-9.7% | $5,640-17.3% | $6,924-32.6% |