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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 | $66,869 | $56,197+19.0% | $67,652-1.2% | $59,633+12.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.77% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,247 | $1,615+39.1% | $2,266-0.8% | $2,203+2.0% |
| Participant deferral / active EE | $5,583 | $2,844+96.3% | $3,560+56.8% | $3,192+74.9% |
| Admin fee / account holder | $21,260 | $3,958+437.1% | $4,821+341.0% | $4,297+394.8% |