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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 | $61,206 | $56,197+8.9% | $67,652-9.5% | $59,633+2.6% |
| Participation rate | 94.7% | 71.5%+23.3pp | 75.7%+19.1pp | 68.7%+26.1pp |
| Annual return | 0.81% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $528 | $1,615-67.3% | $2,266-76.7% | $2,203-76.0% |
| Participant deferral / active EE | $3,043 | $2,844+7.0% | $3,560-14.5% | $3,192-4.6% |
| Admin fee / account holder | $2,636 | $3,958-33.4% | $4,821-45.3% | $4,297-38.7% |