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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 | $67,424 | $56,197+20.0% | $67,652-0.3% | $59,633+13.1% |
| Participation rate | 72.4% | 71.5%+0.9pp | 75.7%-3.3pp | 68.7%+3.7pp |
| Annual return | 2.07% | 18508.10%-18506.0pp | 6625.40%-6623.3pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,185 | $1,615-26.6% | $2,266-47.7% | $2,203-46.2% |
| Participant deferral / active EE | $2,317 | $2,844-18.5% | $3,560-34.9% | $3,192-27.4% |
| Admin fee / account holder | $1,179 | $3,958-70.2% | $4,821-75.5% | $4,297-72.6% |