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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 | $386,342-64.9% | $189,758-28.5% | - |
| Participation rate | 84.8% | 54.4%+30.4pp | 79.8%+5.1pp | - |
| Annual return | 15.05% | 12.05%+3.0pp | 52.62%-37.6pp | - |
| Employer contribution / active EE | $7,133 | $1,239+475.9% | $4,767+49.7% | - |
| Participant deferral / active EE | $7,124 | $2,233+219.1% | $5,856+21.7% | - |
| Admin fee / account holder | $2,322 | $181,680-98.7% | $20,388-88.6% | - |