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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 | $179,259 | $56,200+219.0% | $67,653+165.0% | $59,633+200.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.20% | 18506.71%-18505.5pp | 6625.22%-6624.0pp | 2041.40%-2040.2pp |
| Employer contribution / active EE | $5,984 | $1,615+270.6% | $2,266+164.1% | $2,203+171.7% |
| Participant deferral / active EE | $10,819 | $2,843+280.5% | $3,560+203.9% | $3,192+239.0% |
| Admin fee / account holder | $10,552 | $3,959+166.6% | $4,821+118.9% | $4,297+145.6% |