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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 | $176,248 | $45,438+287.9% | $80,004+120.3% | $59,633+195.6% |
| Participation rate | 95.2% | 63.7%+31.4pp | 73.0%+22.2pp | 68.7%+26.5pp |
| Annual return | -1.25% | 5.10%-6.4pp | 7.63%-8.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $9,069 | $1,236+633.8% | $2,473+266.8% | $2,203+311.7% |
| Participant deferral / active EE | $4,706 | $2,231+111.0% | $3,204+46.9% | $3,192+47.5% |
| Admin fee / account holder | $9,484 | $3,464+173.8% | $5,033+88.4% | $4,297+120.7% |