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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 | $61,513 | $45,152+36.2% | $73,835-16.7% | $59,633+3.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2268.13%-2266.8pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $7,207 | $1,901+279.1% | $2,788+158.5% | $2,203+227.2% |
| Participant deferral / active EE | $2,516 | $2,573-2.2% | $3,583-29.8% | $3,192-21.2% |
| Admin fee / account holder | $1,394 | $3,515-60.3% | $4,880-71.4% | $4,297-67.6% |