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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 | $112,919 | $45,438+148.5% | $80,004+41.1% | $59,633+89.4% |
| Participation rate | 97.1% | 63.7%+33.3pp | 73.0%+24.1pp | 68.7%+28.4pp |
| Annual return | 0.88% | 5.10%-4.2pp | 7.63%-6.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $5,976 | $1,236+383.5% | $2,473+141.7% | $2,203+171.3% |
| Participant deferral / active EE | $3,036 | $2,231+36.1% | $3,204-5.2% | $3,192-4.9% |
| Admin fee / account holder | $2,576 | $3,464-25.6% | $5,033-48.8% | $4,297-40.1% |