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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 | $71,180 | $45,152+57.6% | $73,836-3.6% | $59,633+19.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.09% | 27.40%-25.3pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $2,531 | $1,901+33.1% | $2,787-9.2% | $2,203+14.9% |
| Participant deferral / active EE | $4,715 | $2,573+83.3% | $3,583+31.6% | $3,192+47.7% |
| Admin fee / account holder | $1,035 | $3,515-70.6% | $4,882-78.8% | $4,297-75.9% |