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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 | $53,936+34.6% | $68,368+6.2% | - |
| Participation rate | 100.0% | 60.3%+39.7pp | 73.8%+26.2pp | - |
| Annual return | 13.30% | 12.86%+0.4pp | 292.57%-279.3pp | - |
| Employer contribution / active EE | $6,162 | $2,803+119.8% | $2,649+132.6% | - |
| Participant deferral / active EE | $5,550 | $3,423+62.2% | $4,123+34.6% | - |
| Admin fee / account holder | $4,333 | $3,404+27.3% | $5,150-15.9% | - |