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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 | $111,814+29.9% | $103,374+40.5% | $145,959-0.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.6pp |
| Employer contribution / active EE | $7,500 | $4,214+78.0% | $3,869+93.8% | $4,661+60.9% |
| Participant deferral / active EE | $18,024 | $5,618+220.8% | $5,058+256.4% | $6,689+169.5% |
| Admin fee / account holder | $922 | $9,754-90.5% | $8,394-89.0% | $13,398-93.1% |