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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 | $63,256 | $84,684-25.3% | $73,835-14.3% | $125,388-49.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.71% | 3123.93%-3121.2pp | 2268.13%-2265.4pp | 282.24%-279.5pp |
| Employer contribution / active EE | $3,439 | $3,123+10.1% | $2,788+23.4% | $4,866-29.3% |
| Participant deferral / active EE | $8,091 | $3,993+102.7% | $3,583+125.8% | $5,352+51.2% |
| Admin fee / account holder | $142,323 | $5,691+2400.9% | $4,880+2816.7% | $9,541+1391.8% |