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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 | $97,901 | $110,337-11.3% | $102,383-4.4% | $145,877-32.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.23% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $9,375 | $4,216+122.4% | $3,870+142.2% | $4,663+101.1% |
| Participant deferral / active EE | $15,000 | $5,621+166.9% | $5,060+196.5% | $6,691+124.2% |
| Admin fee / account holder | $862 | $9,750-91.2% | $8,391-89.7% | $13,402-93.6% |