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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 | $32,512 | $335,055-90.3% | $150,298-78.4% | - |
| Participation rate | 88.9% | 50.7%+38.2pp | 77.8%+11.1pp | - |
| Annual return | 12.73% | 11.52%+1.2pp | 62.79%-50.1pp | - |
| Employer contribution / active EE | $1,162 | $931+24.8% | $4,154-72.0% | - |
| Participant deferral / active EE | $4,399 | $1,801+144.3% | $5,453-19.3% | - |
| Admin fee / account holder | $13,632 | $66,580-79.5% | $14,116-3.4% | - |