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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 | $100,747 | $56,197+79.3% | $67,652+48.9% | $59,633+68.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.58% | 18508.10%-18507.5pp | 6625.40%-6624.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $5,462 | $1,615+238.3% | $2,266+141.1% | $2,203+148.0% |
| Participant deferral / active EE | $4,498 | $2,844+58.2% | $3,560+26.4% | $3,192+40.9% |
| Admin fee / account holder | $11,247 | $3,958+184.2% | $4,821+133.3% | $4,297+161.7% |