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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 | $12,210 | $32,888-62.9% | - | $70,126-82.6% |
| Participation rate | 90.9% | 57.8%+33.1pp | - | 69.5%+21.4pp |
| Annual return | 12.46% | 18.50%-6.0pp | - | 73.15%-60.7pp |
| Employer contribution / active EE | $3,254 | $2,171+49.9% | - | $2,343+38.9% |
| Participant deferral / active EE | $236 | $1,340-82.4% | - | $3,332-92.9% |
| Admin fee / account holder | $492 | $1,413-65.2% | - | $4,645-89.4% |