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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 | $153,577 | $141,004+8.9% | $112,273+36.8% | $139,456+10.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.11% | 32.75%-18.6pp | 30.23%-16.1pp | 373.45%-359.3pp |
| Employer contribution / active EE | $7,000 | $4,285+63.4% | $3,431+104.0% | $4,753+47.3% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,108 | $9,959-88.9% | $7,752-85.7% | $11,407-90.3% |