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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 | $36,248 | $56,199-35.5% | $67,652-46.4% | $59,632-39.2% |
| Participation rate | 91.2% | 71.5%+19.7pp | 75.7%+15.5pp | 68.7%+22.5pp |
| Annual return | 0.67% | 18505.31%-18504.6pp | 6625.04%-6624.4pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $3,648 | $1,614+126.0% | $2,266+61.0% | $2,203+65.6% |
| Participant deferral / active EE | $3,133 | $2,844+10.2% | $3,560-12.0% | $3,192-1.8% |
| Admin fee / account holder | $950 | $3,958-76.0% | $4,821-80.3% | $4,297-77.9% |