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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 | $76,603 | $45,438+68.6% | $80,004-4.3% | $59,633+28.5% |
| Participation rate | 95.4% | 63.7%+31.7pp | 73.0%+22.4pp | 68.7%+26.7pp |
| Annual return | -0.96% | 5.10%-6.1pp | 7.63%-8.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $5,674 | $1,236+359.1% | $2,473+129.5% | $2,203+157.6% |
| Participant deferral / active EE | $4,034 | $2,231+80.9% | $3,204+25.9% | $3,192+26.4% |
| Admin fee / account holder | $1,315 | $3,464-62.0% | $5,033-73.9% | $4,297-69.4% |