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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 | $63,104 | $198,217-68.2% | $173,730-63.7% | - |
| Participation rate | 71.7% | 59.1%+12.6pp | 79.6%-7.9pp | - |
| Annual return | 19.06% | 9.45%+9.6pp | 19.96%-0.9pp | - |
| Employer contribution / active EE | $2,919 | $1,858+57.1% | $4,577-36.2% | - |
| Participant deferral / active EE | $6,147 | $3,727+65.0% | $6,326-2.8% | - |
| Admin fee / account holder | $6,603 | $27,022-75.6% | $17,523-62.3% | - |