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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 | $200,808 | $104,699+91.8% | $130,062+54.4% | - |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.5%+19.5pp | - |
| Annual return | 14.17% | 12.02%+2.1pp | -137.37%+151.5pp | - |
| Employer contribution / active EE | $13,253 | $2,071+540.0% | $4,322+206.6% | - |
| Participant deferral / active EE | $5,169 | $4,216+22.6% | $5,821-11.2% | - |
| Admin fee / account holder | $3,909 | $5,899-33.7% | $10,601-63.1% | - |