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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 | $64,628 | $229,360-71.8% | $86,615-25.4% | - |
| Participation rate | 97.0% | 68.8%+28.1pp | 71.6%+25.3pp | - |
| Annual return | 22.44% | 12.30%+10.1pp | 63.51%-41.1pp | - |
| Employer contribution / active EE | $2,839 | $2,220+27.9% | $2,496+13.8% | - |
| Participant deferral / active EE | $3,596 | $3,745-4.0% | $3,699-2.8% | - |
| Admin fee / account holder | $9,086 | $25,444-64.3% | $5,830+55.9% | - |