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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 | $79,930 | $110,410-27.6% | $102,437-22.0% | $145,897-45.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,500 | $4,217+77.8% | $3,871+93.8% | $4,663+60.9% |
| Participant deferral / active EE | $1,540 | $5,622-72.6% | $5,060-69.6% | $6,689-77.0% |
| Admin fee / account holder | $8,033 | $9,745-17.6% | $8,388-4.2% | $13,390-40.0% |