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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 | $99,754 | $51,821+92.5% | $93,727+6.4% | - |
| Participation rate | 75.8% | 67.7%+8.1pp | 68.7%+7.0pp | - |
| Annual return | 16.20% | 11.30%+4.9pp | 133.83%-117.6pp | - |
| Employer contribution / active EE | $2,807 | $1,278+119.7% | $2,421+15.9% | - |
| Participant deferral / active EE | $5,626 | $3,260+72.6% | $4,417+27.4% | - |
| Admin fee / account holder | $1,622 | $4,565-64.5% | $8,292-80.4% | - |