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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 | $350,654-61.3% | $161,489-16.0% | - |
| Participation rate | 84.8% | 49.8%+35.0pp | 78.7%+6.2pp | - |
| Annual return | 15.05% | 7.72%+7.3pp | 89.72%-74.7pp | - |
| Employer contribution / active EE | $7,133 | $954+648.0% | $4,268+67.1% | - |
| Participant deferral / active EE | $7,124 | $1,899+275.2% | $5,630+26.5% | - |
| Admin fee / account holder | $2,322 | $106,898-97.8% | $16,006-85.5% | - |