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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 | $56,733 | $201,264-71.8% | $184,185-69.2% | $145,978-61.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.13% | 29.00%+8.1pp | 28.81%+8.3pp | 550.52%-513.4pp |
| Employer contribution / active EE | $6,201 | $7,021-11.7% | $6,426-3.5% | $4,662+33.0% |
| Participant deferral / active EE | $12,499 | $9,806+27.5% | $9,132+36.9% | $6,690+86.8% |
| Admin fee / account holder | $1,487 | $16,376-90.9% | $13,909-89.3% | $13,400-88.9% |