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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 | $61,527 | $73,710-16.5% | $98,461-37.5% | - |
| Participation rate | 90.9% | 64.9%+26.1pp | 75.2%+15.7pp | - |
| Annual return | 21.30% | 11.66%+9.6pp | 21.17%+0.1pp | - |
| Employer contribution / active EE | $5,301 | $2,125+149.5% | $3,049+73.9% | - |
| Participant deferral / active EE | $18,401 | $4,019+357.8% | $4,738+288.4% | - |
| Admin fee / account holder | $4,115 | $12,790-67.8% | $8,961-54.1% | - |