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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 | $208,737 | $56,197+271.4% | $67,652+208.5% | $59,633+250.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.23% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $768 | $1,615-52.4% | $2,266-66.1% | $2,203-65.1% |
| Participant deferral / active EE | $8,577 | $2,844+201.6% | $3,560+140.9% | $3,192+168.7% |
| Admin fee / account holder | $10,093 | $3,958+155.0% | $4,821+109.4% | $4,297+134.9% |