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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 | $77,971 | $56,200+38.7% | $67,653+15.3% | $59,633+30.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.13% | 18506.71%-18505.6pp | 6625.22%-6624.1pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $2,632 | $1,615+63.0% | $2,266+16.2% | $2,203+19.5% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $468 | $3,959-88.2% | $4,821-90.3% | $4,297-89.1% |