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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 | $118,982 | $63,888+86.2% | - | $139,487-14.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | - | 80.3%+19.7pp |
| Annual return | 14.73% | 4.63%+10.1pp | - | 373.84%-359.1pp |
| Employer contribution / active EE | $0 | $6,848-100.0% | - | $4,755-100.0% |
| Participant deferral / active EE | $11,253 | $2,924+284.9% | - | $6,713+67.6% |
| Admin fee / account holder | $2,337 | $4,487-47.9% | - | $11,407-79.5% |