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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 | $70,382 | $56,197+25.2% | $67,652+4.0% | $59,633+18.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.37% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,641 | $1,615+1.6% | $2,266-27.6% | $2,203-25.5% |
| Participant deferral / active EE | $1,873 | $2,844-34.1% | $3,560-47.4% | $3,192-41.3% |
| Admin fee / account holder | $3,738 | $3,958-5.6% | $4,821-22.5% | $4,297-13.0% |