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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 | $66,597 | $56,197+18.5% | $67,652-1.6% | $59,633+11.7% |
| Participation rate | 79.3% | 71.5%+7.8pp | 75.7%+3.6pp | 68.7%+10.6pp |
| Annual return | 0.24% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $2,020 | $1,615+25.1% | $2,266-10.8% | $2,203-8.3% |
| Participant deferral / active EE | $4,772 | $2,844+67.8% | $3,560+34.0% | $3,192+49.5% |
| Admin fee / account holder | $1,703 | $3,958-57.0% | $4,821-64.7% | $4,297-60.4% |