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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 | $81,476+46.1% | $102,383+16.3% | $80,925+47.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 212.60% | 25.59%+187.0pp | 24.94%+187.7pp | 35.65%+176.9pp |
| Employer contribution / active EE | $32,507 | $3,105+947.0% | $3,870+739.9% | $2,756+1079.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $579 | $6,717-91.4% | $8,391-93.1% | $6,940-91.7% |