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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 | $83,495 | $56,197+48.6% | $67,652+23.4% | $59,633+40.0% |
| Participation rate | 78.2% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | 0.49% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,478 | $1,615-8.5% | $2,266-34.8% | $2,203-32.9% |
| Participant deferral / active EE | $2,476 | $2,844-12.9% | $3,560-30.4% | $3,192-22.4% |
| Admin fee / account holder | $8,870 | $3,958+124.1% | $4,821+84.0% | $4,297+106.4% |