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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 | $85,257 | $45,438+87.6% | $80,004+6.6% | $59,633+43.0% |
| Participation rate | 93.0% | 63.7%+29.3pp | 73.0%+20.0pp | 68.7%+24.4pp |
| Annual return | -1.67% | 5.10%-6.8pp | 7.63%-9.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $2,248 | $1,236+81.9% | $2,473-9.1% | $2,203+2.1% |
| Participant deferral / active EE | $4,759 | $2,231+113.4% | $3,204+48.6% | $3,192+49.1% |
| Admin fee / account holder | $13,307 | $3,464+284.2% | $5,033+164.4% | $4,297+209.7% |