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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 | $99,526 | $75,923+31.1% | $102,434-2.8% | - |
| Participation rate | 75.8% | 71.4%+4.4pp | 76.5%-0.8pp | - |
| Annual return | 83.84% | 15.12%+68.7pp | 29.46%+54.4pp | - |
| Employer contribution / active EE | $2,792 | $2,206+26.5% | $3,023-7.6% | - |
| Participant deferral / active EE | $6,671 | $4,258+56.6% | $5,055+32.0% | - |
| Admin fee / account holder | $6,116 | $11,449-46.6% | $9,462-35.4% | - |