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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 | $41,103 | $233,029-82.4% | $140,514-70.7% | - |
| Participation rate | 100.0% | 65.5%+34.5pp | 77.8%+22.2pp | - |
| Annual return | 15.03% | 5.57%+9.5pp | 14.36%+0.7pp | - |
| Employer contribution / active EE | $1,606 | $2,250-28.6% | $3,378-52.5% | - |
| Participant deferral / active EE | $5,189 | $4,212+23.2% | $4,919+5.5% | - |
| Admin fee / account holder | $10,612 | $49,244-78.4% | $13,697-22.5% | - |