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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 | $199,474 | $113,174+76.3% | - | $145,897+36.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 14.57% | 21.70%-7.1pp | - | 552.29%-537.7pp |
| Employer contribution / active EE | $2,880 | $5,760-50.0% | - | $4,663-38.2% |
| Participant deferral / active EE | $30,500 | $5,566+447.9% | - | $6,689+356.0% |
| Admin fee / account holder | $1,772 | $6,302-71.9% | - | $13,390-86.8% |