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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 | $133,470 | $45,438+193.7% | $80,004+66.8% | $59,633+123.8% |
| Participation rate | 89.5% | 63.7%+25.7pp | 73.0%+16.5pp | 68.7%+20.8pp |
| Annual return | -0.32% | 5.10%-5.4pp | 7.63%-8.0pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $9,282 | $1,236+651.1% | $2,473+275.4% | $2,203+321.4% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $11,497 | $3,464+231.9% | $5,033+128.4% | $4,297+167.6% |