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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 | $63,605 | $201,344-68.4% | $184,243-65.5% | $145,877-56.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 29.01%-5.4pp | 28.82%-5.2pp | 551.28%-527.7pp |
| Employer contribution / active EE | $24,671 | $7,022+251.3% | $6,427+283.9% | $4,663+429.1% |
| Participant deferral / active EE | $18,528 | $9,807+88.9% | $9,132+102.9% | $6,691+176.9% |
| Admin fee / account holder | $15,057 | $16,382-8.1% | $13,914+8.2% | $13,402+12.4% |