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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 | $188,517 | $56,197+235.5% | $67,652+178.7% | $59,633+216.1% |
| Participation rate | 87.8% | 71.5%+16.3pp | 75.7%+12.1pp | 68.7%+19.1pp |
| Annual return | 1.61% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $2,054 | $1,615+27.2% | $2,266-9.3% | $2,203-6.8% |
| Participant deferral / active EE | $6,072 | $2,844+113.5% | $3,560+70.6% | $3,192+90.2% |
| Admin fee / account holder | $4,609 | $3,958+16.5% | $4,821-4.4% | $4,297+7.3% |