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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 | $184,306 | $56,197+228.0% | $67,652+172.4% | $59,633+209.1% |
| Participation rate | 91.7% | 71.5%+20.2pp | 75.7%+16.0pp | 68.7%+23.0pp |
| Annual return | 0.96% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $6,081 | $1,615+276.6% | $2,266+168.4% | $2,203+176.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,242 | $3,958+259.8% | $4,821+195.4% | $4,297+231.5% |