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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 | $84,983 | $56,200+51.2% | $67,653+25.6% | $59,633+42.5% |
| Participation rate | 96.0% | 71.5%+24.5pp | 75.7%+20.3pp | 68.7%+27.3pp |
| Annual return | 0.22% | 18506.71%-18506.5pp | 6625.22%-6625.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $2,265 | $1,615+40.3% | $2,2660% | $2,203+2.8% |
| Participant deferral / active EE | $5,214 | $2,843+83.4% | $3,560+46.5% | $3,192+63.4% |
| Admin fee / account holder | $8,475 | $3,959+114.1% | $4,821+75.8% | $4,297+97.2% |