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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 | $33,851 | $56,197-39.8% | $67,652-50.0% | $59,633-43.2% |
| Participation rate | 88.1% | 71.5%+16.6pp | 75.7%+12.4pp | 68.7%+19.4pp |
| Annual return | 1.58% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $746 | $1,615-53.8% | $2,266-67.1% | $2,203-66.1% |
| Participant deferral / active EE | $5,139 | $2,844+80.7% | $3,560+44.4% | $3,192+61.0% |
| Admin fee / account holder | $4,338 | $3,958+9.6% | $4,821-10.0% | $4,297+0.9% |