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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 | $88,878 | $56,197+58.2% | $67,652+31.4% | $59,633+49.0% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | 0.40% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $563 | $1,615-65.1% | $2,266-75.2% | $2,203-74.5% |
| Participant deferral / active EE | $5,542 | $2,844+94.9% | $3,560+55.7% | $3,192+73.6% |
| Admin fee / account holder | $13,666 | $3,958+245.3% | $4,821+183.5% | $4,297+218.0% |