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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 | $68,603 | $44,850+53.0% | $60,547+13.3% | $59,633+15.0% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 2.88% | 1074.14%-1071.3pp | 335.64%-332.8pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $6,093 | $1,462+316.8% | $2,419+151.9% | $2,203+176.6% |
| Participant deferral / active EE | $5,142 | $2,230+130.6% | $3,328+54.5% | $3,192+61.1% |
| Admin fee / account holder | $1,832 | $3,635-49.6% | $4,536-59.6% | $4,297-57.4% |