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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 | $79,580 | $181,896-56.2% | $156,551-49.2% | $273,972-71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 113.41% | 30.74%+82.7pp | 32.23%+81.2pp | 41.46%+72.0pp |
| Employer contribution / active EE | $14,067 | $6,248+125.1% | $5,501+155.7% | $4,869+188.9% |
| Participant deferral / active EE | $16,779 | $5,550+202.3% | $4,871+244.5% | $5,287+217.3% |
| Admin fee / account holder | $548 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |