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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 | $115,267 | $45,152+155.3% | $73,836+56.1% | $59,633+93.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.82% | 27.40%-25.6pp | 2268.06%-2266.2pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $20,937 | $1,901+1001.2% | $2,787+651.1% | $2,203+850.5% |
| Participant deferral / active EE | $1,934 | $2,573-24.8% | $3,583-46.0% | $3,192-39.4% |
| Admin fee / account holder | $17,166 | $3,515+388.4% | $4,882+251.6% | $4,297+299.5% |