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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 | $80,918 | $56,197+44.0% | $67,652+19.6% | $59,633+35.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.47% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,583 | $1,615+59.9% | $2,266+14.0% | $2,203+17.2% |
| Participant deferral / active EE | $4,113 | $2,844+44.7% | $3,560+15.6% | $3,192+28.9% |
| Admin fee / account holder | $4,615 | $3,958+16.6% | $4,821-4.3% | $4,297+7.4% |