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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 | $173,634 | $79,753+117.7% | $105,607+64.4% | - |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.3%+23.7pp | - |
| Annual return | 13.75% | 10.74%+3.0pp | 116.11%-102.4pp | - |
| Employer contribution / active EE | $5,749 | $2,584+122.5% | $3,167+81.5% | - |
| Participant deferral / active EE | $8,758 | $4,151+111.0% | $5,011+74.8% | - |
| Admin fee / account holder | $3,951 | $4,140-4.6% | $10,958-63.9% | - |