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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 | $101,882 | $56,197+81.3% | $67,652+50.6% | $59,633+70.8% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | 0.84% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,452 | $1,615-10.1% | $2,266-35.9% | $2,203-34.1% |
| Participant deferral / active EE | $6,475 | $2,844+127.7% | $3,560+81.9% | $3,192+102.9% |
| Admin fee / account holder | $11,240 | $3,958+184.0% | $4,821+133.2% | $4,297+161.6% |