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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 | $150,361 | $45,152+233.0% | $73,845+103.6% | $59,632+152.1% |
| Participation rate | 90.6% | 64.0%+26.6pp | 73.4%+17.2pp | 68.7%+22.0pp |
| Annual return | 1.58% | 27.40%-25.8pp | 2267.91%-2266.3pp | 2041.32%-2039.7pp |
| Employer contribution / active EE | $3,312 | $1,902+74.1% | $2,788+18.8% | $2,203+50.3% |
| Participant deferral / active EE | $5,196 | $2,574+101.9% | $3,583+45.0% | $3,192+62.8% |
| Admin fee / account holder | $21,378 | $3,516+508.0% | $4,881+338.0% | $4,297+397.5% |