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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 | $126,130 | $56,197+124.4% | $67,652+86.4% | $59,633+111.5% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | 0.17% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,579 | $1,615-2.2% | $2,266-30.3% | $2,203-28.3% |
| Participant deferral / active EE | $4,987 | $2,844+75.4% | $3,560+40.1% | $3,192+56.2% |
| Admin fee / account holder | $1,245 | $3,958-68.5% | $4,821-74.2% | $4,297-71.0% |