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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 | $138,813 | $201,370-31.1% | $184,256-24.7% | $145,897-4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.99% | 29.05%-9.1pp | 28.85%-8.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $15,772 | $7,024+124.6% | $6,427+145.4% | $4,663+238.3% |
| Participant deferral / active EE | $15,353 | $9,808+56.5% | $9,133+68.1% | $6,689+129.5% |
| Admin fee / account holder | $1,185 | $16,364-92.8% | $13,899-91.5% | $13,390-91.1% |