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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 | $86,706 | $45,152+92.0% | $73,835+17.4% | $59,633+45.4% |
| Participation rate | 84.1% | 64.0%+20.1pp | 73.4%+10.7pp | 68.7%+15.5pp |
| Annual return | 1.22% | 27.40%-26.2pp | 2268.13%-2266.9pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $2,456 | $1,901+29.2% | $2,788-11.9% | $2,203+11.5% |
| Participant deferral / active EE | $1,322 | $2,573-48.6% | $3,583-63.1% | $3,192-58.6% |
| Admin fee / account holder | $2,669 | $3,515-24.1% | $4,880-45.3% | $4,297-37.9% |