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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 | $61,881 | $164,447-62.4% | $100,528-38.4% | - |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.6pp | - |
| Annual return | 16.84% | 24.40%-7.6pp | 30.90%-14.1pp | - |
| Employer contribution / active EE | $3,123 | $2,075+50.5% | $3,419-8.6% | - |
| Participant deferral / active EE | $9,115 | $7,296+24.9% | $6,271+45.3% | - |
| Admin fee / account holder | $5,545 | $1,510+267.2% | $8,084-31.4% | - |