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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 | $59,408 | $44,850+32.5% | $60,547-1.9% | $59,633-0.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 8.58% | 1074.14%-1065.6pp | 335.64%-327.1pp | 2041.45%-2032.9pp |
| Employer contribution / active EE | $7,143 | $1,462+388.6% | $2,419+195.2% | $2,203+224.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,324 | $3,635-36.1% | $4,536-48.8% | $4,297-45.9% |