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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 | $181,004-59.9% | $103,693-30.0% | - |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.6%+27.4pp | - |
| Annual return | 13.30% | 7.93%+5.4pp | 47.61%-34.3pp | - |
| Employer contribution / active EE | $6,162 | $1,877+228.2% | $2,920+111.0% | - |
| Participant deferral / active EE | $5,550 | $3,727+48.9% | $4,579+21.2% | - |
| Admin fee / account holder | $4,333 | $33,727-87.2% | $7,858-44.9% | - |