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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 | $58,604 | $56,200+4.3% | $67,653-13.4% | $59,633-1.7% |
| Participation rate | 78.1% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | 1.13% | 18506.71%-18505.6pp | 6625.22%-6624.1pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $1,229 | $1,615-23.9% | $2,266-45.8% | $2,203-44.2% |
| Participant deferral / active EE | $3,835 | $2,843+34.9% | $3,560+7.7% | $3,192+20.2% |
| Admin fee / account holder | $1,010 | $3,959-74.5% | $4,821-79.1% | $4,297-76.5% |