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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 | $118,776 | $56,197+111.4% | $67,652+75.6% | $59,633+99.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.40% | 18508.10%-18506.7pp | 6625.40%-6624.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $5,637 | $1,615+249.1% | $2,266+148.8% | $2,203+155.9% |
| Participant deferral / active EE | $4,012 | $2,844+41.1% | $3,560+12.7% | $3,192+25.7% |
| Admin fee / account holder | $5,628 | $3,958+42.2% | $4,821+16.7% | $4,297+31.0% |