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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 | $87,203 | $201,344-56.7% | $184,243-52.7% | $145,877-40.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.47% | 29.01%-16.5pp | 28.82%-16.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $12,220 | $7,022+74.0% | $6,427+90.1% | $4,663+162.1% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $705 | $16,382-95.7% | $13,914-94.9% | $13,402-94.7% |