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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 | $43,829 | $99,345-55.9% | $84,753-48.3% | $273,972-84.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3278.66% | 22.93%+3255.7pp | 22.78%+3255.9pp | 41.46%+3237.2pp |
| Employer contribution / active EE | $7,765 | $4,214+84.3% | $3,574+117.2% | $4,869+59.5% |
| Participant deferral / active EE | $6,879 | $4,270+61.1% | $3,712+85.3% | $5,287+30.1% |
| Admin fee / account holder | $97,017 | $6,645+1359.9% | $5,333+1719.1% | $10,133+857.5% |