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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 | $41,910 | $66,223-36.7% | - | $152,897-72.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | - | 82.5%+17.5pp |
| Annual return | 16.53% | 27.69%-11.2pp | - | 345.43%-328.9pp |
| Employer contribution / active EE | $12,350 | $2,777+344.8% | - | $4,764+159.3% |
| Participant deferral / active EE | $3,112 | $4,140-24.8% | - | $5,851-46.8% |
| Admin fee / account holder | $8,190 | $4,664+75.6% | - | $11,599-29.4% |