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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 | $99,453 | $56,197+77.0% | $67,652+47.0% | $59,633+66.8% |
| Participation rate | 81.8% | 71.5%+10.3pp | 75.7%+6.2pp | 68.7%+13.1pp |
| Annual return | 0.90% | 18508.10%-18507.2pp | 6625.40%-6624.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,748 | $2,844+67.0% | $3,560+33.4% | $3,192+48.8% |
| Admin fee / account holder | $4,042 | $3,958+2.1% | $4,821-16.2% | $4,297-5.9% |