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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 | $187,963 | $56,197+234.5% | $67,652+177.8% | $59,633+215.2% |
| Participation rate | 93.9% | 71.5%+22.5pp | 75.7%+18.3pp | 68.7%+25.3pp |
| Annual return | 0.81% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $14,796 | $1,615+816.4% | $2,266+553.1% | $2,203+571.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,462 | $3,958+88.5% | $4,821+54.8% | $4,297+73.7% |