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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 | $70,063 | $150,947-53.6% | $100,383-30.2% | - |
| Participation rate | 89.9% | 67.3%+22.6pp | 81.5%+8.4pp | - |
| Annual return | 36.32% | 14.08%+22.2pp | 49.26%-12.9pp | - |
| Employer contribution / active EE | $5,456 | $2,535+115.2% | $3,944+38.3% | - |
| Participant deferral / active EE | $15,806 | $4,236+273.1% | $8,086+95.5% | - |
| Admin fee / account holder | $7,442 | $25,214-70.5% | $7,900-5.8% | - |