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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 | $201,370-58.7% | $184,256-54.9% | $145,897-43.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.55% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $8,285 | $7,024+18.0% | $6,427+28.9% | $4,663+77.7% |
| Participant deferral / active EE | $19,764 | $9,808+101.5% | $9,133+116.4% | $6,689+195.5% |
| Admin fee / account holder | $809 | $16,364-95.1% | $13,899-94.2% | $13,390-94.0% |