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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 | $60,464 | $56,197+7.6% | $67,652-10.6% | $59,633+1.4% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | 0.78% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,686 | $1,615+128.3% | $2,266+62.7% | $2,203+67.3% |
| Participant deferral / active EE | $2,870 | $2,844+0.9% | $3,560-19.4% | $3,192-10.1% |
| Admin fee / account holder | $2,143 | $3,958-45.9% | $4,821-55.6% | $4,297-50.1% |