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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 | $114,399 | $22,994+397.5% | - | $80,925+41.4% |
| Participation rate | 83.3% | 45.9%+37.4pp | - | 67.7%+15.7pp |
| Annual return | 11.50% | 12.16%-0.7pp | - | 35.65%-24.1pp |
| Employer contribution / active EE | $7,389 | $1,271+481.5% | - | $2,756+168.1% |
| Participant deferral / active EE | $5,130 | $1,419+261.6% | - | $4,299+19.3% |
| Admin fee / account holder | $1,625 | $1,909-14.9% | - | $6,940-76.6% |