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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 | $79,194 | $56,200+40.9% | $67,653+17.1% | $59,633+32.8% |
| Participation rate | 73.2% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | 1.27% | 18506.71%-18505.4pp | 6625.22%-6623.9pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $2,299 | $1,615+42.4% | $2,266+1.5% | $2,203+4.4% |
| Participant deferral / active EE | $4,622 | $2,843+62.5% | $3,560+29.8% | $3,192+44.8% |
| Admin fee / account holder | $12,982 | $3,959+227.9% | $4,821+169.3% | $4,297+202.1% |