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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 | $104,917 | $204,754-48.8% | $94,229+11.3% | - |
| Participation rate | 97.0% | 62.0%+35.0pp | 78.8%+18.2pp | - |
| Annual return | -0.67% | -1.02%+0.3pp | 10.68%-11.4pp | - |
| Employer contribution / active EE | $4,884 | $1,251+290.4% | $3,587+36.2% | - |
| Participant deferral / active EE | $6,002 | $2,009+198.7% | $4,320+38.9% | - |
| Admin fee / account holder | $8,852 | $13,693-35.4% | $6,269+41.2% | - |