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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 | $82,555 | $56,197+46.9% | $67,652+22.0% | $59,633+38.4% |
| Participation rate | 81.3% | 71.5%+9.9pp | 75.7%+5.7pp | 68.7%+12.7pp |
| Annual return | 1.32% | 18508.10%-18506.8pp | 6625.40%-6624.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $1,197 | $1,615-25.9% | $2,266-47.2% | $2,203-45.7% |
| Participant deferral / active EE | $3,115 | $2,844+9.5% | $3,560-12.5% | $3,192-2.4% |
| Admin fee / account holder | $3,387 | $3,958-14.4% | $4,821-29.7% | $4,297-21.2% |