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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 | $58,454 | $180,978-67.7% | $147,117-60.3% | - |
| Participation rate | 89.9% | 77.3%+12.6pp | 82.2%+7.7pp | - |
| Annual return | 21.16% | 12.24%+8.9pp | 420.54%-399.4pp | - |
| Employer contribution / active EE | $4,861 | $3,338+45.6% | $4,932-1.4% | - |
| Participant deferral / active EE | $12,135 | $6,936+75.0% | $8,065+50.5% | - |
| Admin fee / account holder | $545 | $27,876-98.0% | $12,993-95.8% | - |