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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 | $113,312 | $110,594+2.5% | $119,126-4.9% | - |
| Participation rate | 96.0% | 55.8%+40.1pp | 75.8%+20.2pp | - |
| Annual return | 37.45% | 13.60%+23.9pp | 282.11%-244.7pp | - |
| Employer contribution / active EE | $3,174 | $1,521+108.7% | $4,034-21.3% | - |
| Participant deferral / active EE | $6,747 | $4,274+57.8% | $5,318+26.9% | - |
| Admin fee / account holder | $5,244 | $7,930-33.9% | $10,693-51.0% | - |