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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 | $85,387 | $56,200+51.9% | $67,653+26.2% | $59,633+43.2% |
| Participation rate | 91.7% | 71.5%+20.2pp | 75.7%+16.0pp | 68.7%+23.0pp |
| Annual return | 0.38% | 18506.71%-18506.3pp | 6625.22%-6624.8pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $4,434 | $1,615+174.6% | $2,266+95.7% | $2,203+101.3% |
| Participant deferral / active EE | $7,524 | $2,843+164.6% | $3,560+111.4% | $3,192+135.8% |
| Admin fee / account holder | $4,319 | $3,959+9.1% | $4,821-10.4% | $4,297+0.5% |