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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 | $13,730 | $51,228-73.2% | $77,096-82.2% | - |
| Participation rate | 80.8% | 44.6%+36.2pp | 67.9%+12.9pp | - |
| Annual return | 690.08% | 16.76%+673.3pp | 42.35%+647.7pp | - |
| Employer contribution / active EE | $2,951 | $1,482+99.1% | $2,814+4.9% | - |
| Participant deferral / active EE | $5,734 | $2,637+117.4% | $4,429+29.5% | - |
| Admin fee / account holder | $1,425 | $14,093-89.9% | $5,428-73.8% | - |