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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 | $66,437 | $45,152+47.1% | $73,845-10.0% | $59,632+11.4% |
| Participation rate | 96.6% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.9pp |
| Annual return | 0.59% | 27.40%-26.8pp | 2267.91%-2267.3pp | 2041.32%-2040.7pp |
| Employer contribution / active EE | $4,068 | $1,902+113.9% | $2,788+45.9% | $2,203+84.7% |
| Participant deferral / active EE | $2,177 | $2,574-15.4% | $3,583-39.2% | $3,192-31.8% |
| Admin fee / account holder | $5,001 | $3,516+42.2% | $4,881+2.5% | $4,297+16.4% |