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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 | $65,774 | $213,785-69.2% | $185,441-64.5% | $155,188-57.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.07% | 19.97%-9.9pp | 20.16%-10.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $14,286 | $5,393+164.9% | $4,672+205.8% | $4,248+236.3% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $508 | $21,134-97.6% | $17,890-97.2% | $14,480-96.5% |