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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 | $59,345 | $45,152+31.4% | $73,836-19.6% | $59,633-0.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.70% | 27.40%-24.7pp | 2268.06%-2265.4pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $1,446 | $1,901-23.9% | $2,787-48.1% | $2,203-34.3% |
| Participant deferral / active EE | $3,443 | $2,573+33.8% | $3,583-3.9% | $3,192+7.9% |
| Admin fee / account holder | $3,865 | $3,515+10.0% | $4,882-20.8% | $4,297-10.1% |