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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 | $67,430 | $45,152+49.3% | $73,836-8.7% | $59,633+13.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.74% | 27.40%-25.7pp | 2268.06%-2266.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $4,074 | $1,901+114.3% | $2,787+46.1% | $2,203+84.9% |
| Participant deferral / active EE | $8,733 | $2,573+239.4% | $3,583+143.7% | $3,192+173.6% |
| Admin fee / account holder | $8,504 | $3,515+142.0% | $4,882+74.2% | $4,297+97.9% |