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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 | $50,135 | $45,152+11.0% | $73,836-32.1% | $59,633-15.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.23% | 27.40%-26.2pp | 2268.06%-2266.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $6,802 | $1,901+257.7% | $2,787+144.0% | $2,203+208.8% |
| Participant deferral / active EE | $5,525 | $2,573+114.7% | $3,583+54.2% | $3,192+73.1% |
| Admin fee / account holder | $1,927 | $3,515-45.2% | $4,882-60.5% | $4,297-55.2% |