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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 | $92,533 | $56,197+64.7% | $67,652+36.8% | $59,633+55.2% |
| Participation rate | 85.5% | 71.5%+14.0pp | 75.7%+9.8pp | 68.7%+16.8pp |
| Annual return | 1.95% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $1,449 | $1,615-10.2% | $2,266-36.0% | $2,203-34.2% |
| Participant deferral / active EE | $2,295 | $2,844-19.3% | $3,560-35.5% | $3,192-28.1% |
| Admin fee / account holder | $1,944 | $3,958-50.9% | $4,821-59.7% | $4,297-54.8% |