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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 | $95,368 | $56,197+69.7% | $67,652+41.0% | $59,633+59.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.77% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $3,502 | $1,615+116.9% | $2,266+54.6% | $2,203+59.0% |
| Participant deferral / active EE | $5,350 | $2,844+88.1% | $3,560+50.3% | $3,192+67.6% |
| Admin fee / account holder | $22,419 | $3,958+466.4% | $4,821+365.1% | $4,297+421.8% |