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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 | $80,503 | $56,197+43.3% | $67,652+19.0% | $59,633+35.0% |
| Participation rate | 80.6% | 71.5%+9.1pp | 75.7%+4.9pp | 68.7%+11.9pp |
| Annual return | 0.27% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,987 | $1,615+23.0% | $2,266-12.3% | $2,203-9.8% |
| Participant deferral / active EE | $4,331 | $2,844+52.3% | $3,560+21.7% | $3,192+35.7% |
| Admin fee / account holder | $4,701 | $3,958+18.8% | $4,821-2.5% | $4,297+9.4% |