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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 | $107,808 | $45,152+138.8% | $73,836+46.0% | $59,633+80.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.25% | 27.40%-27.2pp | 2268.06%-2267.8pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $8,506 | $1,901+347.4% | $2,787+205.1% | $2,203+286.2% |
| Participant deferral / active EE | $8,527 | $2,573+231.4% | $3,583+138.0% | $3,192+167.2% |
| Admin fee / account holder | $5,842 | $3,515+66.2% | $4,882+19.7% | $4,297+36.0% |