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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 | $72,586 | $198,217-63.4% | $94,057-22.8% | - |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.3%+26.7pp | - |
| Annual return | 13.30% | 9.45%+3.8pp | 480.62%-467.3pp | - |
| Employer contribution / active EE | $6,162 | $1,858+231.6% | $2,933+110.1% | - |
| Participant deferral / active EE | $5,550 | $3,727+48.9% | $4,709+17.9% | - |
| Admin fee / account holder | $4,333 | $27,022-84.0% | $7,244-40.2% | - |