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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 | $84,292 | $201,344-58.1% | $184,243-54.2% | $145,877-42.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.39% | 29.01%+4.4pp | 28.82%+4.6pp | 551.28%-517.9pp |
| Employer contribution / active EE | $9,188 | $7,022+30.8% | $6,427+43.0% | $4,663+97.0% |
| Participant deferral / active EE | $11,737 | $9,807+19.7% | $9,132+28.5% | $6,691+75.4% |
| Admin fee / account holder | $1,254 | $16,382-92.3% | $13,914-91.0% | $13,402-90.6% |