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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 | $97,031 | $45,438+113.5% | $80,004+21.3% | $59,633+62.7% |
| Participation rate | 92.2% | 63.7%+28.5pp | 73.0%+19.2pp | 68.7%+23.6pp |
| Annual return | 0.92% | 5.10%-4.2pp | 7.63%-6.7pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $6,029 | $1,236+387.8% | $2,473+143.8% | $2,203+173.7% |
| Participant deferral / active EE | $6,569 | $2,231+194.5% | $3,204+105.1% | $3,192+105.8% |
| Admin fee / account holder | $19,735 | $3,464+469.7% | $5,033+292.1% | $4,297+359.3% |