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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 | $129,657 | $201,370-35.6% | $184,256-29.6% | $145,897-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.49% | 29.05%-4.6pp | 28.85%-4.4pp | 552.29%-527.8pp |
| Employer contribution / active EE | $1,758 | $7,024-75.0% | $6,427-72.7% | $4,663-62.3% |
| Participant deferral / active EE | $15,715 | $9,808+60.2% | $9,133+72.1% | $6,689+134.9% |
| Admin fee / account holder | $17,226 | $16,364+5.3% | $13,899+23.9% | $13,390+28.6% |