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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 | $110,337+31.6% | $102,383+41.8% | $145,877-0.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,500 | $4,216+77.9% | $3,870+93.8% | $4,663+60.8% |
| Participant deferral / active EE | $18,024 | $5,621+220.7% | $5,060+256.2% | $6,691+169.4% |
| Admin fee / account holder | $922 | $9,750-90.5% | $8,391-89.0% | $13,402-93.1% |