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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 | $187,488 | $45,152+315.2% | $73,836+153.9% | $59,633+214.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.48% | 27.40%-25.9pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $11,336 | $1,901+496.2% | $2,787+306.7% | $2,203+414.7% |
| Participant deferral / active EE | $8,309 | $2,573+222.9% | $3,583+131.9% | $3,192+160.3% |
| Admin fee / account holder | $48,151 | $3,515+1270.0% | $4,882+886.3% | $4,297+1020.6% |