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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 | $198,217-79.3% | $120,344-65.8% | - |
| Participation rate | 100.0% | 59.1%+40.9pp | 76.7%+23.3pp | - |
| Annual return | 15.03% | 9.45%+5.6pp | 20.30%-5.3pp | - |
| Employer contribution / active EE | $1,606 | $1,858-13.6% | $3,020-46.8% | - |
| Participant deferral / active EE | $5,189 | $3,727+39.2% | $5,135+1.1% | - |
| Admin fee / account holder | $10,612 | $27,022-60.7% | $12,742-16.7% | - |