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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 | $12,097 | $79,025-84.7% | - | $273,972-95.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 4.05% | 18.58%-14.5pp | - | 41.46%-37.4pp |
| Employer contribution / active EE | $2,404 | $4,094-41.3% | - | $4,869-50.6% |
| Participant deferral / active EE | $1,370 | $3,420-59.9% | - | $5,287-74.1% |
| Admin fee / account holder | $9,471 | $13,337-29.0% | - | $10,133-6.5% |