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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 | $98,459 | $180,028-45.3% | $138,135-28.7% | $158,982-38.1% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.45% | 21.68%-8.2pp | 20.51%-7.1pp | 302.99%-289.5pp |
| Employer contribution / active EE | $7,500 | $7,470+0.4% | $5,587+34.2% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,000 | $17,912-72.1% | $11,856-57.8% | $11,252-55.6% |