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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 | $52,976 | $102,035-48.1% | - | $167,553-68.4% |
| Participation rate | 100.0% | 70.3%+29.7pp | - | 82.1%+17.9pp |
| Annual return | 13.78% | 15.80%-2.0pp | - | 478.89%-465.1pp |
| Employer contribution / active EE | $14,478 | $3,101+366.9% | - | $4,840+199.1% |
| Participant deferral / active EE | $8,864 | $4,671+89.7% | - | $6,343+39.7% |
| Admin fee / account holder | $525 | $3,221-83.7% | - | $12,316-95.7% |