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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 | $119,037 | $81,446+46.2% | $103,374+15.2% | $80,874+47.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 212.60% | 25.57%+187.0pp | 24.89%+187.7pp | 35.62%+177.0pp |
| Employer contribution / active EE | $32,507 | $3,107+946.2% | $3,869+740.1% | $2,756+1079.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $579 | $6,715-91.4% | $8,394-93.1% | $6,935-91.6% |