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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 | $199,109-60.5% | $173,730-54.8% | $154,746-49.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.47% | 20.02%+0.4pp | 19.96%+0.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $10,525 | $5,311+98.2% | $4,577+129.9% | $4,379+140.3% |
| Participant deferral / active EE | $12,925 | $7,113+81.7% | $6,326+104.3% | $6,730+92.0% |
| Admin fee / account holder | $586 | $20,916-97.2% | $17,523-96.7% | $14,365-95.9% |