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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 | $129,147 | $80,748+59.9% | $102,383+26.1% | $74,429+73.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 42.14% | 27.57%+14.6pp | 24.94%+17.2pp | 1368.38%-1326.2pp |
| Employer contribution / active EE | $1,455 | $3,159-53.9% | $3,870-62.4% | $2,625-44.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,111 | $2,371-53.1% | $8,391-86.8% | $1,944-42.8% |