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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 | $174,628 | $201,344-13.3% | $184,243-5.2% | $145,877+19.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $42,010 | $7,022+498.2% | $6,427+553.7% | $4,663+800.9% |
| Participant deferral / active EE | $19,776 | $9,807+101.7% | $9,132+116.5% | $6,691+195.6% |
| Admin fee / account holder | $20,257 | $16,382+23.7% | $13,914+45.6% | $13,402+51.1% |