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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 | $151,534 | $56,200+169.6% | $67,653+124.0% | $59,633+154.1% |
| Participation rate | 89.5% | 71.5%+18.0pp | 75.7%+13.8pp | 68.7%+20.8pp |
| Annual return | 0.60% | 18506.71%-18506.1pp | 6625.22%-6624.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $3,960 | $1,615+145.3% | $2,266+74.8% | $2,203+79.8% |
| Participant deferral / active EE | $5,945 | $2,843+109.1% | $3,560+67.0% | $3,192+86.3% |
| Admin fee / account holder | $9,155 | $3,959+131.3% | $4,821+89.9% | $4,297+113.0% |