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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 | $105,063 | $56,197+87.0% | $67,652+55.3% | $59,633+76.2% |
| Participation rate | 92.3% | 71.5%+20.8pp | 75.7%+16.6pp | 68.7%+23.6pp |
| Annual return | 1.11% | 18508.10%-18507.0pp | 6625.40%-6624.3pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $1,020 | $1,615-36.8% | $2,266-55.0% | $2,203-53.7% |
| Participant deferral / active EE | $4,007 | $2,844+40.9% | $3,560+12.6% | $3,192+25.6% |
| Admin fee / account holder | $854 | $3,958-78.4% | $4,821-82.3% | $4,297-80.1% |