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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 | $145,193 | $110,410+31.5% | $102,437+41.7% | $145,897-0.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 24.85%-15.5pp | 24.95%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $7,500 | $4,217+77.8% | $3,871+93.8% | $4,663+60.9% |
| Participant deferral / active EE | $18,024 | $5,622+220.6% | $5,060+256.2% | $6,689+169.4% |
| Admin fee / account holder | $922 | $9,745-90.5% | $8,388-89.0% | $13,390-93.1% |