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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 | $60,066 | $63,053-4.7% | $86,216-30.3% | - |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.0%+31.0pp | - |
| Annual return | 27.54% | 12.64%+14.9pp | 1169.42%-1141.9pp | - |
| Employer contribution / active EE | $5,941 | $1,503+295.4% | $2,382+149.4% | - |
| Participant deferral / active EE | $6,431 | $3,288+95.6% | $3,986+61.3% | - |
| Admin fee / account holder | $1,189 | $4,609-74.2% | $6,853-82.6% | - |