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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 | $162,891 | $56,197+189.9% | $67,652+140.8% | $59,633+173.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.57% | 18508.10%-18505.5pp | 6625.40%-6622.8pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $3,622 | $1,615+124.3% | $2,266+59.9% | $2,203+64.5% |
| Participant deferral / active EE | $7,683 | $2,844+170.2% | $3,560+115.8% | $3,192+140.7% |
| Admin fee / account holder | $766 | $3,958-80.7% | $4,821-84.1% | $4,297-82.2% |