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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 | $106,583 | $85,094+25.3% | $76,327+39.6% | $145,877-26.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 13.13%-1.0pp | 13.79%-1.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,984 | $5,261+51.7% | $4,584+74.2% | $4,663+71.2% |
| Participant deferral / active EE | $10,244 | $6,390+60.3% | $5,478+87.0% | $6,691+53.1% |
| Admin fee / account holder | $617 | $5,773-89.3% | $5,139-88.0% | $13,402-95.4% |