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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 | $103,271 | $56,197+83.8% | $67,652+52.7% | $59,633+73.2% |
| Participation rate | 85.2% | 71.5%+13.7pp | 75.7%+9.5pp | 68.7%+16.5pp |
| Annual return | 0.54% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,925 | $1,615+19.2% | $2,266-15.0% | $2,203-12.6% |
| Participant deferral / active EE | $5,226 | $2,844+83.8% | $3,560+46.8% | $3,192+63.7% |
| Admin fee / account holder | $25,658 | $3,958+548.3% | $4,821+432.2% | $4,297+497.1% |