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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 | $108,933 | $110,337-1.3% | $102,383+6.4% | $145,877-25.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-536.0pp |
| Employer contribution / active EE | $11,385 | $4,216+170.0% | $3,870+194.2% | $4,663+144.2% |
| Participant deferral / active EE | $7,500 | $5,621+33.4% | $5,060+48.2% | $6,691+12.1% |
| Admin fee / account holder | $736 | $9,750-92.5% | $8,391-91.2% | $13,402-94.5% |