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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 | $102,620 | $932,052-89.0% | $189,545-45.9% | - |
| Participation rate | 100.0% | 77.2%+22.8pp | 87.8%+12.2pp | - |
| Annual return | 9.54% | 10.81%-1.3pp | 555.36%-545.8pp | - |
| Employer contribution / active EE | $3,958 | $3,785+4.6% | $6,162-35.8% | - |
| Participant deferral / active EE | $0 | $5,497-100.0% | $8,220-100.0% | - |
| Admin fee / account holder | $42,673 | $117,148-63.6% | $12,049+254.2% | - |