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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 | $85,788 | $56,197+52.7% | $67,652+26.8% | $59,633+43.9% |
| Participation rate | 95.0% | 71.5%+23.5pp | 75.7%+19.3pp | 68.7%+26.3pp |
| Annual return | 1.62% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $1,789 | $1,615+10.8% | $2,266-21.1% | $2,203-18.8% |
| Participant deferral / active EE | $4,958 | $2,844+74.4% | $3,560+39.3% | $3,192+55.3% |
| Admin fee / account holder | $7,265 | $3,958+83.6% | $4,821+50.7% | $4,297+69.1% |