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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 | $76,263 | $45,152+68.9% | $73,835+3.3% | $59,633+27.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.59% | 27.40%-25.8pp | 2268.13%-2266.5pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $6,426 | $1,901+238.0% | $2,788+130.5% | $2,203+191.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $850 | $3,515-75.8% | $4,880-82.6% | $4,297-80.2% |