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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 | $184,561 | $45,152+308.8% | $73,836+150.0% | $59,633+209.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.50% | 27.40%-25.9pp | 2268.06%-2266.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $3,472 | $1,901+82.6% | $2,787+24.5% | $2,203+57.6% |
| Participant deferral / active EE | $1,764 | $2,573-31.4% | $3,583-50.8% | $3,192-44.7% |
| Admin fee / account holder | $5,048 | $3,515+43.6% | $4,882+3.4% | $4,297+17.5% |