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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 | $153,516 | $56,200+173.2% | $67,653+126.9% | $59,633+157.4% |
| Participation rate | 83.0% | 71.5%+11.5pp | 75.7%+7.3pp | 68.7%+14.3pp |
| Annual return | 0.55% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $3,642 | $1,615+125.5% | $2,266+60.7% | $2,203+65.3% |
| Participant deferral / active EE | $5,525 | $2,843+94.3% | $3,560+55.2% | $3,192+73.1% |
| Admin fee / account holder | $4,213 | $3,959+6.4% | $4,821-12.6% | $4,297-2.0% |