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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 | $152,207 | $23,470+548.5% | - | $80,959+88.0% |
| Participation rate | 100.0% | 45.4%+54.6pp | - | 67.7%+32.3pp |
| Annual return | 20.24% | 12.16%+8.1pp | - | 35.67%-15.4pp |
| Employer contribution / active EE | $14,857 | $1,294+1048.5% | - | $2,757+438.8% |
| Participant deferral / active EE | $0 | $1,435-100.0% | - | $4,300-100.0% |
| Admin fee / account holder | $7,840 | $1,952+301.6% | - | $6,925+13.2% |