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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% | $73,845+46.0% | $59,632+80.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.25% | 27.40%-27.1pp | 2267.91%-2267.7pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $8,506 | $1,902+347.3% | $2,788+205.1% | $2,203+286.2% |
| Participant deferral / active EE | $8,527 | $2,574+231.3% | $3,583+138.0% | $3,192+167.2% |
| Admin fee / account holder | $5,842 | $3,516+66.1% | $4,881+19.7% | $4,297+36.0% |