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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 | $139,575 | $209,874-33.5% | $189,537-26.4% | $167,536-16.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.54% | 748.61%-729.1pp | 555.34%-535.8pp | 478.82%-459.3pp |
| Employer contribution / active EE | $3,368 | $6,913-51.3% | $6,161-45.3% | $4,839-30.4% |
| Participant deferral / active EE | $11,982 | $8,934+34.1% | $8,220+45.8% | $6,342+88.9% |
| Admin fee / account holder | $775 | $14,299-94.6% | $12,048-93.6% | $12,315-93.7% |