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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 | $144,969 | $64,480+124.8% | - | $139,466+3.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | - | 80.3%+19.7pp |
| Annual return | 26.67% | 4.96%+21.7pp | - | 373.66%-347.0pp |
| Employer contribution / active EE | $2,880 | $6,857-58.0% | - | $4,754-39.4% |
| Participant deferral / active EE | $30,000 | $2,915+929.0% | - | $6,712+347.0% |
| Admin fee / account holder | $1,368 | $3,931-65.2% | - | $11,409-88.0% |