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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 | $46,846 | $45,152+3.8% | $73,836-36.6% | $59,633-21.4% |
| Participation rate | 75.9% | 64.0%+11.8pp | 73.4%+2.4pp | 68.7%+7.2pp |
| Annual return | 0.61% | 27.40%-26.8pp | 2268.06%-2267.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,419 | $1,901+27.2% | $2,787-13.2% | $2,203+9.8% |
| Participant deferral / active EE | $3,728 | $2,573+44.9% | $3,583+4.1% | $3,192+16.8% |
| Admin fee / account holder | $12,422 | $3,515+253.4% | $4,882+154.4% | $4,297+189.1% |