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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 | $67,292 | $57,072+17.9% | - | $125,389-46.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | - | 83.2%+16.8pp |
| Annual return | 1.62% | 36.57%-35.0pp | - | 282.24%-280.6pp |
| Employer contribution / active EE | $11,507 | $3,605+219.2% | - | $4,866+136.5% |
| Participant deferral / active EE | $4,748 | $3,350+41.7% | - | $5,352-11.3% |
| Admin fee / account holder | $4,607 | $2,644+74.3% | - | $9,541-51.7% |