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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 | $73,405 | $56,197+30.6% | $67,652+8.5% | $59,633+23.1% |
| Participation rate | 94.1% | 71.5%+22.6pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | 3.07% | 18508.10%-18505.0pp | 6625.40%-6622.3pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $4,412 | $1,615+173.2% | $2,266+94.7% | $2,203+100.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $893 | $3,958-77.4% | $4,821-81.5% | $4,297-79.2% |