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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 | $54,782 | $79,025-30.7% | - | $273,972-80.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 5.47% | 18.58%-13.1pp | - | 41.46%-36.0pp |
| Employer contribution / active EE | $2,500 | $4,094-38.9% | - | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $3,882 | $13,337-70.9% | - | $10,133-61.7% |