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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 | $83,140 | $201,344-58.7% | $184,243-54.9% | $145,877-43.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.55% | 29.01%-13.5pp | 28.82%-13.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $8,285 | $7,022+18.0% | $6,427+28.9% | $4,663+77.7% |
| Participant deferral / active EE | $19,764 | $9,807+101.5% | $9,132+116.4% | $6,691+195.4% |
| Admin fee / account holder | $809 | $16,382-95.1% | $13,914-94.2% | $13,402-94.0% |