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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 | $83,294 | $45,152+84.5% | $73,845+12.8% | $59,632+39.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.81% | 27.40%-26.6pp | 2267.91%-2267.1pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $2,301 | $1,902+21.0% | $2,788-17.5% | $2,203+4.5% |
| Participant deferral / active EE | $4,345 | $2,574+68.8% | $3,583+21.2% | $3,192+36.1% |
| Admin fee / account holder | $5,538 | $3,516+57.5% | $4,881+13.5% | $4,297+28.9% |