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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 | $59,761 | $56,197+6.3% | $67,652-11.7% | $59,633+0.2% |
| Participation rate | 90.6% | 71.5%+19.2pp | 75.7%+15.0pp | 68.7%+22.0pp |
| Annual return | 5.79% | 18508.10%-18502.3pp | 6625.40%-6619.6pp | 2041.45%-2035.7pp |
| Employer contribution / active EE | $2,059 | $1,615+27.5% | $2,266-9.1% | $2,203-6.5% |
| Participant deferral / active EE | $4,306 | $2,844+51.4% | $3,560+21.0% | $3,192+34.9% |
| Admin fee / account holder | $4,791 | $3,958+21.1% | $4,821-0.6% | $4,297+11.5% |