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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 | $90,326 | $334,829-73.0% | $152,093-40.6% | - |
| Participation rate | 87.9% | 49.1%+38.8pp | 77.8%+10.1pp | - |
| Annual return | 22.64% | 11.73%+10.9pp | 66.36%-43.7pp | - |
| Employer contribution / active EE | $8,067 | $938+760.1% | $4,175+93.2% | - |
| Participant deferral / active EE | $11,501 | $1,779+546.7% | $5,451+111.0% | - |
| Admin fee / account holder | $9,100 | $73,095-87.6% | $14,497-37.2% | - |