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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 | $80,731+60.0% | $103,374+24.9% | $74,546+73.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 42.14% | 27.56%+14.6pp | 24.89%+17.3pp | 1366.03%-1323.9pp |
| Employer contribution / active EE | $1,455 | $3,158-53.9% | $3,869-62.4% | $2,624-44.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,111 | $2,369-53.1% | $8,394-86.8% | $1,944-42.8% |