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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 | $201,344-71.7% | $184,243-69.1% | $145,877-60.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.22% | 29.01%+1.2pp | 28.82%+1.4pp | 551.28%-521.1pp |
| Employer contribution / active EE | $9,692 | $7,022+38.0% | $6,427+50.8% | $4,663+107.9% |
| Participant deferral / active EE | $21,215 | $9,807+116.3% | $9,132+132.3% | $6,691+217.1% |
| Admin fee / account holder | $820 | $16,382-95.0% | $13,914-94.1% | $13,402-93.9% |