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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 | $213,785-63.2% | $185,441-57.6% | $155,188-49.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.47% | 19.97%+0.5pp | 20.16%+0.3pp | 148.84%-128.4pp |
| Employer contribution / active EE | $10,525 | $5,393+95.2% | $4,672+125.3% | $4,248+147.8% |
| Participant deferral / active EE | $12,925 | $6,864+88.3% | $6,152+110.1% | $6,531+97.9% |
| Admin fee / account holder | $586 | $21,134-97.2% | $17,890-96.7% | $14,480-96.0% |