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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 | $22,453 | $79,025-71.6% | - | $273,972-91.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | - | 83.0%+4.5pp |
| Annual return | 3.70% | 18.58%-14.9pp | - | 41.46%-37.8pp |
| Employer contribution / active EE | $6,005 | $4,094+46.7% | - | $4,869+23.3% |
| Participant deferral / active EE | $3,430 | $3,420+0.3% | - | $5,287-35.1% |
| Admin fee / account holder | $937 | $13,337-93.0% | - | $10,133-90.8% |