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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 | $213,785-48.9% | $185,441-41.1% | $155,188-29.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.80% | 19.97%-0.2pp | 20.16%-0.4pp | 148.84%-129.0pp |
| Employer contribution / active EE | $9,897 | $5,393+83.5% | $4,672+111.8% | $4,248+133.0% |
| Participant deferral / active EE | $13,898 | $6,864+102.5% | $6,152+125.9% | $6,531+112.8% |
| Admin fee / account holder | $1,286 | $21,134-93.9% | $17,890-92.8% | $14,480-91.1% |