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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 | $107,788 | $199,109-45.9% | $173,730-38.0% | $154,746-30.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.71% | 20.02%-8.3pp | 19.96%-8.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $13,333 | $5,311+151.0% | $4,577+191.3% | $4,379+204.5% |
| Participant deferral / active EE | $17,717 | $7,113+149.1% | $6,326+180.0% | $6,730+163.2% |
| Admin fee / account holder | $563 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |