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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 | $74,297 | $56,199+32.2% | $67,652+9.8% | $59,632+24.6% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | 0.69% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $1,937 | $1,614+20.0% | $2,266-14.5% | $2,203-12.1% |
| Participant deferral / active EE | $3,570 | $2,844+25.5% | $3,560+0.3% | $3,192+11.9% |
| Admin fee / account holder | $2,959 | $3,958-25.3% | $4,821-38.6% | $4,297-31.1% |