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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 | $125,863 | $45,872+174.4% | $77,100+63.2% | $68,490+83.8% |
| Participation rate | 93.8% | 55.9%+37.9pp | 67.9%+25.9pp | 67.9%+25.9pp |
| Annual return | 4.58% | 1.73%+2.9pp | 42.35%-37.8pp | -7.85%+12.4pp |
| Employer contribution / active EE | $10,309 | $1,650+525.0% | $2,815+266.2% | $2,597+297.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,263 | $3,041+204.6% | $5,443+70.2% | $5,403+71.4% |