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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 | $54,800 | $56,197-2.5% | $67,652-19.0% | $59,633-8.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.83% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,261 | $1,615-21.9% | $2,266-44.3% | $2,203-42.7% |
| Participant deferral / active EE | $2,862 | $2,844+0.6% | $3,560-19.6% | $3,192-10.3% |
| Admin fee / account holder | $5,116 | $3,958+29.3% | $4,821+6.1% | $4,297+19.1% |