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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 | $99,067 | $176,572-43.9% | - | $137,256-27.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 16.11% | 652.77%-636.7pp | - | 220.34%-204.2pp |
| Employer contribution / active EE | $3,846 | $5,055-23.9% | - | $4,156-7.5% |
| Participant deferral / active EE | $14,762 | $5,052+192.2% | - | $6,407+130.4% |
| Admin fee / account holder | $962 | $6,447-85.1% | - | $12,270-92.2% |