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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 | $68,946 | $56,197+22.7% | $67,652+1.9% | $59,633+15.6% |
| Participation rate | 93.2% | 71.5%+21.7pp | 75.7%+17.5pp | 68.7%+24.5pp |
| Annual return | -0.39% | 18508.10%-18508.5pp | 6625.40%-6625.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $3,818 | $1,615+136.4% | $2,266+68.5% | $2,203+73.3% |
| Participant deferral / active EE | $4,193 | $2,844+47.5% | $3,560+17.8% | $3,192+31.4% |
| Admin fee / account holder | $4,970 | $3,958+25.6% | $4,821+3.1% | $4,297+15.7% |