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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 | $116,412-45.8% | $156,181-59.6% | - |
| Participation rate | 71.7% | 77.9%-6.2pp | 78.8%-7.1pp | - |
| Annual return | 19.06% | 16.48%+2.6pp | 64.87%-45.8pp | - |
| Employer contribution / active EE | $2,919 | $2,587+12.9% | $4,294-32.0% | - |
| Participant deferral / active EE | $6,147 | $4,514+36.2% | $6,132+0.2% | - |
| Admin fee / account holder | $6,603 | $18,889-65.0% | $14,586-54.7% | - |