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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 | $88,451 | $180,978-51.1% | $147,117-39.9% | - |
| Participation rate | 84.8% | 77.3%+7.6pp | 82.2%+2.7pp | - |
| Annual return | 19.81% | 12.24%+7.6pp | 420.54%-400.7pp | - |
| Employer contribution / active EE | $4,961 | $3,338+48.7% | $4,932+0.6% | - |
| Participant deferral / active EE | $7,146 | $6,936+3.0% | $8,065-11.4% | - |
| Admin fee / account holder | $4,341 | $27,876-84.4% | $12,993-66.6% | - |