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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 | $146,516 | $56,200+160.7% | $67,653+116.6% | $59,633+145.7% |
| Participation rate | 81.5% | 71.5%+10.0pp | 75.7%+5.8pp | 68.7%+12.8pp |
| Annual return | 0.35% | 18506.71%-18506.4pp | 6625.22%-6624.9pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $1,243 | $1,615-23.0% | $2,266-45.2% | $2,203-43.6% |
| Participant deferral / active EE | $6,818 | $2,843+139.8% | $3,560+91.5% | $3,192+113.6% |
| Admin fee / account holder | $12,287 | $3,959+210.4% | $4,821+154.9% | $4,297+185.9% |