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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 | $181,004-77.3% | $122,979-66.6% | - |
| Participation rate | 100.0% | 58.9%+41.1pp | 77.2%+22.8pp | - |
| Annual return | 15.03% | 7.93%+7.1pp | 20.12%-5.1pp | - |
| Employer contribution / active EE | $1,606 | $1,877-14.5% | $3,062-47.6% | - |
| Participant deferral / active EE | $5,189 | $3,727+39.2% | $5,003+3.7% | - |
| Admin fee / account holder | $10,612 | $33,727-68.5% | $12,864-17.5% | - |