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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 | $160,964 | $99,644+61.5% | $86,438+86.2% | $134,532+19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 30.73% | 6787.26%-6756.5pp | 4397.19%-4366.5pp | 418.27%-387.5pp |
| Employer contribution / active EE | $6,570 | $4,402+49.3% | $3,769+74.3% | $4,741+38.6% |
| Participant deferral / active EE | $6,631 | $7,247-8.5% | $6,952-4.6% | $6,401+3.6% |
| Admin fee / account holder | $81,346 | $8,375+871.4% | $6,733+1108.2% | $11,429+611.8% |