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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 | $69,245 | $56,200+23.2% | $67,653+2.4% | $59,633+16.1% |
| Participation rate | 84.9% | 71.5%+13.4pp | 75.7%+9.2pp | 68.7%+16.2pp |
| Annual return | 0.69% | 18506.71%-18506.0pp | 6625.22%-6624.5pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $4,509 | $1,615+179.3% | $2,266+99.0% | $2,203+104.7% |
| Participant deferral / active EE | $3,917 | $2,843+37.8% | $3,560+10.0% | $3,192+22.7% |
| Admin fee / account holder | $4,401 | $3,959+11.2% | $4,821-8.7% | $4,297+2.4% |