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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 | $56,744 | $56,200+1.0% | $67,653-16.1% | $59,633-4.8% |
| Participation rate | 71.7% | 71.5%+0.2pp | 75.7%-4.0pp | 68.7%+3.0pp |
| Annual return | 2.43% | 18506.71%-18504.3pp | 6625.22%-6622.8pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $747 | $1,615-53.7% | $2,266-67.0% | $2,203-66.1% |
| Participant deferral / active EE | $2,984 | $2,843+4.9% | $3,560-16.2% | $3,192-6.5% |
| Admin fee / account holder | $15,800 | $3,959+299.1% | $4,821+227.7% | $4,297+267.7% |