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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 | $28,480 | $121,098-76.5% | $125,180-77.2% | - |
| Participation rate | 72.7% | 74.4%-1.6pp | 79.8%-7.1pp | - |
| Annual return | 34.35% | 15.50%+18.9pp | 43.79%-9.4pp | - |
| Employer contribution / active EE | $3,455 | $1,930+79.0% | $3,866-10.6% | - |
| Participant deferral / active EE | $7,251 | $3,481+108.3% | $4,937+46.9% | - |
| Admin fee / account holder | $1,121 | $16,883-93.4% | $9,703-88.4% | - |