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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 | $56,978 | $201,259-71.7% | $184,200-69.1% | $145,959-61.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.22% | 28.98%+1.2pp | 28.80%+1.4pp | 561.95%-531.7pp |
| Employer contribution / active EE | $9,692 | $7,018+38.1% | $6,424+50.9% | $4,661+108.0% |
| Participant deferral / active EE | $21,215 | $9,806+116.3% | $9,132+132.3% | $6,689+217.2% |
| Admin fee / account holder | $820 | $16,372-95.0% | $13,907-94.1% | $13,398-93.9% |