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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 | $201,372-13.3% | $184,260-5.2% | $145,884+19.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.04%-10.9pp | 28.84%-10.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $42,010 | $7,024+498.1% | $6,427+553.6% | $4,662+801.1% |
| Participant deferral / active EE | $19,776 | $9,808+101.6% | $9,133+116.5% | $6,690+195.6% |
| Admin fee / account holder | $20,257 | $16,362+23.8% | $13,898+45.8% | $13,392+51.3% |