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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 | $99,615-46.8% | - | $167,497-68.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | - | 82.1%+17.9pp |
| Annual return | 13.78% | 15.92%-2.1pp | - | 478.62%-464.8pp |
| Employer contribution / active EE | $14,478 | $3,070+371.6% | - | $4,838+199.3% |
| Participant deferral / active EE | $8,864 | $4,608+92.4% | - | $6,341+39.8% |
| Admin fee / account holder | $525 | $3,147-83.3% | - | $12,310-95.7% |