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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 | $53,416 | $56,197-4.9% | $67,652-21.0% | $59,633-10.4% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | 1.53% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,553 | $1,615-3.8% | $2,266-31.4% | $2,203-29.5% |
| Participant deferral / active EE | $5,748 | $2,844+102.1% | $3,560+61.5% | $3,192+80.1% |
| Admin fee / account holder | $4,872 | $3,958+23.1% | $4,821+1.1% | $4,297+13.4% |