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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 | $213,844 | $97,761+118.7% | $83,850+155.0% | $135,382+58.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.90% | 1287.44%-1285.5pp | 850.92%-849.0pp | 519.77%-517.9pp |
| Employer contribution / active EE | $2,149 | $4,222-49.1% | $3,631-40.8% | $4,779-55.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,091 | $6,674-68.7% | $5,478-61.8% | $10,829-80.7% |