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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 | $62,321 | $201,264-69.0% | $184,185-66.2% | $145,978-57.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.86% | 29.00%-19.1pp | 28.81%-19.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $10,363 | $7,021+47.6% | $6,426+61.3% | $4,662+122.3% |
| Participant deferral / active EE | $13,281 | $9,806+35.4% | $9,132+45.4% | $6,690+98.5% |
| Admin fee / account holder | $598 | $16,376-96.3% | $13,909-95.7% | $13,400-95.5% |