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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 | $78,589 | $254,759-69.2% | $216,567-63.7% | $198,609-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.47% | 10.04%+10.4pp | 12.94%+7.5pp | 202.70%-182.2pp |
| Employer contribution / active EE | $10,525 | $6,096+72.6% | $5,216+101.8% | $5,055+108.2% |
| Participant deferral / active EE | $12,925 | $6,948+86.0% | $6,191+108.8% | $6,977+85.3% |
| Admin fee / account holder | $586 | $26,311-97.8% | $21,981-97.3% | $19,030-96.9% |