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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 | $58,665 | $204,754-71.3% | $94,229-37.7% | - |
| Participation rate | 92.9% | 62.0%+30.9pp | 78.8%+14.2pp | - |
| Annual return | 1.13% | -1.02%+2.2pp | 10.68%-9.6pp | - |
| Employer contribution / active EE | $1,856 | $1,251+48.3% | $3,587-48.3% | - |
| Participant deferral / active EE | $2,916 | $2,009+45.1% | $4,320-32.5% | - |
| Admin fee / account holder | $3,414 | $13,693-75.1% | $6,269-45.6% | - |