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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 | $84,635 | $153,769-45.0% | $133,975-36.8% | $273,972-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.38% | 36.51%-23.1pp | 29.29%-15.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $11,671 | $6,029+93.6% | $5,211+124.0% | $4,869+139.7% |
| Participant deferral / active EE | $13,291 | $6,958+91.0% | $6,282+111.6% | $5,287+151.4% |
| Admin fee / account holder | $355 | $11,765-97.0% | $9,324-96.2% | $10,133-96.5% |