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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 | $73,385 | $45,152+62.5% | $73,835-0.6% | $59,633+23.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.67% | 27.40%-25.7pp | 2268.13%-2266.5pp | 2041.40%-2039.7pp |
| Employer contribution / active EE | $6,842 | $1,901+259.9% | $2,788+145.5% | $2,203+210.6% |
| Participant deferral / active EE | $2,084 | $2,573-19.0% | $3,583-41.8% | $3,192-34.7% |
| Admin fee / account holder | $357 | $3,515-89.9% | $4,880-92.7% | $4,297-91.7% |