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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 | $120,930 | $254,759-52.5% | $216,567-44.2% | $198,609-39.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.55% | 10.04%+10.5pp | 12.94%+7.6pp | 202.70%-182.1pp |
| Employer contribution / active EE | $10,413 | $6,096+70.8% | $5,216+99.6% | $5,055+106.0% |
| Participant deferral / active EE | $22,553 | $6,948+224.6% | $6,191+264.3% | $6,977+223.3% |
| Admin fee / account holder | $2,023 | $26,311-92.3% | $21,981-90.8% | $19,030-89.4% |