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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 | $213,785-49.6% | $185,441-41.9% | $155,188-30.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.71% | 19.97%-8.3pp | 20.16%-8.5pp | 148.84%-137.1pp |
| Employer contribution / active EE | $13,333 | $5,393+147.2% | $4,672+185.4% | $4,248+213.9% |
| Participant deferral / active EE | $17,717 | $6,864+158.1% | $6,152+188.0% | $6,531+171.3% |
| Admin fee / account holder | $563 | $21,134-97.3% | $17,890-96.9% | $14,480-96.1% |