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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 | $109,140 | $254,759-57.2% | $216,567-49.6% | $198,609-45.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.80% | 10.04%+9.8pp | 12.94%+6.9pp | 202.70%-182.9pp |
| Employer contribution / active EE | $9,897 | $6,096+62.3% | $5,216+89.8% | $5,055+95.8% |
| Participant deferral / active EE | $13,898 | $6,948+100.0% | $6,191+124.5% | $6,977+99.2% |
| Admin fee / account holder | $1,286 | $26,311-95.1% | $21,981-94.2% | $19,030-93.2% |