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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 | $91,605 | $201,264-54.5% | $184,185-50.3% | $145,978-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.53% | 29.00%+13.5pp | 28.81%+13.7pp | 550.52%-508.0pp |
| Employer contribution / active EE | $12,363 | $7,021+76.1% | $6,426+92.4% | $4,662+165.2% |
| Participant deferral / active EE | $13,427 | $9,806+36.9% | $9,132+47.0% | $6,690+100.7% |
| Admin fee / account holder | $3,187 | $16,376-80.5% | $13,909-77.1% | $13,400-76.2% |