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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 | $68,445 | $56,197+21.8% | $67,652+1.2% | $59,633+14.8% |
| Participation rate | 82.5% | 71.5%+11.1pp | 75.7%+6.9pp | 68.7%+13.9pp |
| Annual return | 2.14% | 18508.10%-18506.0pp | 6625.40%-6623.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,333 | $1,615-17.4% | $2,266-41.2% | $2,203-39.5% |
| Participant deferral / active EE | $2,209 | $2,844-22.3% | $3,560-38.0% | $3,192-30.8% |
| Admin fee / account holder | $6,574 | $3,958+66.1% | $4,821+36.4% | $4,297+53.0% |