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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 | $63,692 | $56,197+13.3% | $67,652-5.9% | $59,633+6.8% |
| Participation rate | 93.8% | 71.5%+22.4pp | 75.7%+18.2pp | 68.7%+25.2pp |
| Annual return | 1.55% | 18508.10%-18506.6pp | 6625.40%-6623.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,564 | $1,615+58.8% | $2,266+13.2% | $2,203+16.4% |
| Participant deferral / active EE | $2,675 | $2,844-5.9% | $3,560-24.9% | $3,192-16.2% |
| Admin fee / account holder | $3,642 | $3,958-8.0% | $4,821-24.5% | $4,297-15.2% |