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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 | $50,300 | $45,152+11.4% | $73,836-31.9% | $59,633-15.7% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.2pp | 68.7%+28.9pp |
| Annual return | 0.79% | 27.40%-26.6pp | 2268.06%-2267.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,166 | $1,901+66.5% | $2,787+13.6% | $2,203+43.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,208 | $3,515-8.7% | $4,882-34.3% | $4,297-25.3% |