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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 | $26,864 | $67,411-60.1% | $91,004-70.5% | $70,126-61.7% |
| Participation rate | 98.7% | 71.4%+27.3pp | 75.6%+23.1pp | 69.5%+29.1pp |
| Annual return | 14.83% | -40.16%+55.0pp | 4.60%+10.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $587 | $1,786-67.1% | $2,456-76.1% | $2,343-74.9% |
| Participant deferral / active EE | $1,931 | $2,823-31.6% | $3,548-45.6% | $3,332-42.1% |
| Admin fee / account holder | $363 | $4,236-91.4% | $5,417-93.3% | $4,645-92.2% |