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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 | $165,404 | $176,838-6.5% | $146,685+12.8% | $167,518-1.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.37% | 24.04%-9.7pp | 22.75%-8.4pp | 478.71%-464.3pp |
| Employer contribution / active EE | $7,500 | $5,161+45.3% | $4,137+81.3% | $4,838+55.0% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,215 | $13,262+14.7% | $10,281+48.0% | $12,312+23.6% |