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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 | $115,605 | $213,957-46.0% | $149,715-22.8% | - |
| Participation rate | 90.9% | 79.5%+11.4pp | 82.5%+8.4pp | - |
| Annual return | 20.43% | 9.83%+10.6pp | 276.66%-256.2pp | - |
| Employer contribution / active EE | $7,325 | $3,868+89.4% | $4,645+57.7% | - |
| Participant deferral / active EE | $11,187 | $6,177+81.1% | $6,842+63.5% | - |
| Admin fee / account holder | $1,342 | $24,510-94.5% | $9,310-85.6% | - |