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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 | $151,283 | $154,365-2.0% | $130,231+16.2% | $139,456+8.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 10.00% | 30.34%-20.3pp | 38.77%-28.8pp | 373.45%-363.4pp |
| Employer contribution / active EE | $40,000 | $5,170+673.7% | $4,126+869.5% | $4,753+741.6% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,206 | $9,214-21.8% | $6,020+19.7% | $11,407-36.8% |