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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 | $74,313 | $56,197+32.2% | $67,652+9.8% | $59,633+24.6% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | 1.10% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $533 | $1,615-67.0% | $2,266-76.5% | $2,203-75.8% |
| Participant deferral / active EE | $3,997 | $2,844+40.6% | $3,560+12.3% | $3,192+25.2% |
| Admin fee / account holder | $2,460 | $3,958-37.9% | $4,821-49.0% | $4,297-42.8% |