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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 | $103,547 | $66,223+56.4% | - | $152,897-32.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | - | 82.5%+17.5pp |
| Annual return | 21.27% | 27.69%-6.4pp | - | 345.43%-324.2pp |
| Employer contribution / active EE | $1,750 | $2,777-37.0% | - | $4,764-63.3% |
| Participant deferral / active EE | $0 | $4,140-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $2,824 | $4,664-39.4% | - | $11,599-75.7% |