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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 | $67,397 | $25,972+159.5% | - | $72,976-7.6% |
| Participation rate | 100.0% | 52.8%+47.2pp | - | 69.5%+30.5pp |
| Annual return | 21.80% | 20.47%+1.3pp | - | 81.02%-59.2pp |
| Employer contribution / active EE | $2,400 | $2,171+10.5% | - | $2,440-1.7% |
| Participant deferral / active EE | $5,469 | $2,560+113.6% | - | $3,608+51.6% |
| Admin fee / account holder | $1,454 | $2,104-30.9% | - | $5,124-71.6% |