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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 | $110,829 | $84,684+30.9% | $73,835+50.1% | $125,388-11.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.36% | 3123.93%-3121.6pp | 2268.13%-2265.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $5,842 | $3,123+87.0% | $2,788+109.6% | $4,866+20.0% |
| Participant deferral / active EE | $7,212 | $3,993+80.6% | $3,583+101.3% | $5,352+34.8% |
| Admin fee / account holder | $52,698 | $5,691+826.0% | $4,880+980.0% | $9,541+452.4% |