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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 | $55,478 | $102,338-45.8% | - | $158,982-65.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 24.84% | 36.22%-11.4pp | - | 302.99%-278.2pp |
| Employer contribution / active EE | $2,880 | $3,757-23.4% | - | $4,763-39.5% |
| Participant deferral / active EE | $22,750 | $4,842+369.8% | - | $5,983+280.2% |
| Admin fee / account holder | $1,229 | $2,896-57.6% | - | $11,252-89.1% |