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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 | $133,767 | $56,197+138.0% | $67,652+97.7% | $59,633+124.3% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | 0.31% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,688 | $1,615+4.6% | $2,266-25.5% | $2,203-23.4% |
| Participant deferral / active EE | $5,931 | $2,844+108.6% | $3,560+66.6% | $3,192+85.8% |
| Admin fee / account holder | $5,120 | $3,958+29.4% | $4,821+6.2% | $4,297+19.2% |