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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 | $64,327 | $53,936+19.3% | $68,368-5.9% | - |
| Participation rate | 98.0% | 60.3%+37.6pp | 73.8%+24.2pp | - |
| Annual return | 11.60% | 12.86%-1.3pp | 292.57%-281.0pp | - |
| Employer contribution / active EE | $2,202 | $2,803-21.5% | $2,649-16.9% | - |
| Participant deferral / active EE | $3,309 | $3,423-3.3% | $4,123-19.7% | - |
| Admin fee / account holder | $6,088 | $3,404+78.9% | $5,150+18.2% | - |