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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 | $84,331 | $175,036-51.8% | $86,233-2.2% | - |
| Participation rate | 99.0% | 60.2%+38.8pp | 69.0%+30.0pp | - |
| Annual return | 14.76% | 15.04%-0.3pp | 61.39%-46.6pp | - |
| Employer contribution / active EE | $5,362 | $1,949+175.2% | $2,504+114.1% | - |
| Participant deferral / active EE | $5,106 | $3,720+37.3% | $4,559+12.0% | - |
| Admin fee / account holder | $17,733 | $23,923-25.9% | $8,342+112.6% | - |