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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 | $177,582-50.2% | $147,041-39.8% | - |
| Participation rate | 84.8% | 77.3%+7.5pp | 82.2%+2.7pp | - |
| Annual return | 19.81% | 11.53%+8.3pp | 419.21%-399.4pp | - |
| Employer contribution / active EE | $4,961 | $3,294+50.6% | $4,935+0.5% | - |
| Participant deferral / active EE | $7,146 | $6,947+2.9% | $8,071-11.5% | - |
| Admin fee / account holder | $4,341 | $27,748-84.4% | $13,006-66.6% | - |