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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 | $77,297 | $85,298-9.4% | $90,161-14.3% | - |
| Participation rate | 79.8% | 70.9%+8.9pp | 76.9%+2.9pp | - |
| Annual return | 17.94% | 7.88%+10.1pp | 34.89%-16.9pp | - |
| Employer contribution / active EE | $5,445 | $1,460+272.9% | $3,318+64.1% | - |
| Participant deferral / active EE | $12,770 | $4,522+182.4% | $5,287+141.5% | - |
| Admin fee / account holder | $2,284 | $1,320+73.0% | $5,943-61.6% | - |