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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 | $135,644 | $335,055-59.5% | $150,298-9.8% | - |
| Participation rate | 84.8% | 50.7%+34.1pp | 77.8%+7.1pp | - |
| Annual return | 15.05% | 11.52%+3.5pp | 62.79%-47.7pp | - |
| Employer contribution / active EE | $7,133 | $931+666.3% | $4,154+71.7% | - |
| Participant deferral / active EE | $7,124 | $1,801+295.6% | $5,453+30.7% | - |
| Admin fee / account holder | $2,322 | $66,580-96.5% | $14,116-83.6% | - |