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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 | $131,858 | $212,386-37.9% | $199,883-34.0% | $138,895-5.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 20.30% | 47.75%-27.5pp | 43.81%-23.5pp | 145.39%-125.1pp |
| Employer contribution / active EE | $22,924 | $6,625+246.0% | $6,261+266.1% | $4,194+446.6% |
| Participant deferral / active EE | $20,505 | $9,617+113.2% | $9,138+124.4% | $6,396+220.6% |
| Admin fee / account holder | $1,673 | $18,233-90.8% | $17,268-90.3% | $12,562-86.7% |