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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 | $23,895 | $26,194-8.8% | - | $79,856-70.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | - | 69.6%+30.4pp |
| Annual return | 111.93% | 42.01%+69.9pp | - | 31.71%+80.2pp |
| Employer contribution / active EE | $2,730 | $1,555+75.5% | - | $2,471+10.5% |
| Participant deferral / active EE | $3,546 | $1,743+103.4% | - | $3,741-5.2% |
| Admin fee / account holder | $777 | $2,148-63.8% | - | $5,306-85.4% |