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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 | $233,029-68.9% | $136,867-47.0% | - |
| Participation rate | 100.0% | 65.5%+34.5pp | 74.5%+25.5pp | - |
| Annual return | 13.30% | 5.57%+7.7pp | 42.97%-29.7pp | - |
| Employer contribution / active EE | $6,162 | $2,250+173.9% | $3,547+73.7% | - |
| Participant deferral / active EE | $5,550 | $4,212+31.8% | $4,924+12.7% | - |
| Admin fee / account holder | $4,333 | $49,244-91.2% | $10,340-58.1% | - |