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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 | $176,284 | $104,699+68.4% | $130,045+35.6% | - |
| Participation rate | 76.8% | 73.3%+3.4pp | 78.5%-1.7pp | - |
| Annual return | 20.83% | 12.02%+8.8pp | -137.30%+158.1pp | - |
| Employer contribution / active EE | $3,101 | $2,071+49.7% | $4,321-28.2% | - |
| Participant deferral / active EE | $10,542 | $4,216+150.0% | $5,820+81.1% | - |
| Admin fee / account holder | $4,066 | $5,899-31.1% | $10,600-61.6% | - |