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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 | $117,087 | $87,168+34.3% | $98,920+18.4% | - |
| Participation rate | 72.7% | 73.1%-0.4pp | 76.0%-3.3pp | - |
| Annual return | 25.25% | 9.75%+15.5pp | 196.47%-171.2pp | - |
| Employer contribution / active EE | $1,976 | $2,509-21.2% | $2,689-26.5% | - |
| Participant deferral / active EE | $3,747 | $3,188+17.5% | $4,245-11.7% | - |
| Admin fee / account holder | $572 | $3,143-81.8% | $6,643-91.4% | - |