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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 | $127,368 | $201,370-36.7% | $184,256-30.9% | $145,897-12.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.6pp |
| Employer contribution / active EE | $9,571 | $7,024+36.3% | $6,427+48.9% | $4,663+105.3% |
| Participant deferral / active EE | $11,193 | $9,808+14.1% | $9,133+22.6% | $6,689+67.3% |
| Admin fee / account holder | $580 | $16,364-96.5% | $13,899-95.8% | $13,390-95.7% |