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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 | $125,862 | $56,197+124.0% | $67,652+86.0% | $59,633+111.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.39% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $5,026 | $1,615+211.3% | $2,266+121.9% | $2,203+128.2% |
| Participant deferral / active EE | $7,209 | $2,844+153.5% | $3,560+102.5% | $3,192+125.9% |
| Admin fee / account holder | $29,346 | $3,958+641.4% | $4,821+508.7% | $4,297+582.9% |