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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 | $151,490-53.8% | $100,415-30.2% | - |
| Participation rate | 89.9% | 67.5%+22.4pp | 81.5%+8.4pp | - |
| Annual return | 36.32% | 14.17%+22.2pp | 49.47%-13.2pp | - |
| Employer contribution / active EE | $5,456 | $2,542+114.7% | $3,943+38.4% | - |
| Participant deferral / active EE | $15,806 | $4,237+273.1% | $8,091+95.3% | - |
| Admin fee / account holder | $7,442 | $25,345-70.6% | $7,906-5.9% | - |