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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 | $139,903 | $190,225-26.5% | $117,861+18.7% | - |
| Participation rate | 87.9% | 74.9%+13.0pp | 79.7%+8.2pp | - |
| Annual return | 17.38% | 90.66%-73.3pp | 335.11%-317.7pp | - |
| Employer contribution / active EE | $2,056 | $1,779+15.6% | $3,786-45.7% | - |
| Participant deferral / active EE | $5,371 | $3,327+61.4% | $4,482+19.8% | - |
| Admin fee / account holder | $4,487 | $9,756-54.0% | $8,021-44.1% | - |