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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 | $78,380 | $41,854+87.3% | $73,835+6.2% | $52,331+49.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.84% | 2.11%-0.3pp | 2268.13%-2266.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $6,811 | $1,920+254.7% | $2,788+144.3% | $1,882+261.9% |
| Participant deferral / active EE | $1,199 | $2,498-52.0% | $3,583-66.5% | $3,022-60.3% |
| Admin fee / account holder | $4,170 | $493+746.6% | $4,880-14.5% | $592+604.9% |