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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 | $60,095 | $60,243-0.2% | $86,656-30.7% | - |
| Participation rate | 88.9% | 60.8%+28.1pp | 71.7%+17.2pp | - |
| Annual return | 18.99% | 59.27%-40.3pp | 593.09%-574.1pp | - |
| Employer contribution / active EE | $4,640 | $2,261+105.2% | $3,025+53.4% | - |
| Participant deferral / active EE | $7,168 | $2,994+139.4% | $4,439+61.5% | - |
| Admin fee / account holder | $2,583 | $4,652-44.5% | $5,619-54.0% | - |