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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 | $126,650 | $201,372-37.1% | $184,260-31.3% | $145,884-13.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.93% | 29.04%-1.1pp | 28.84%-0.9pp | 551.85%-523.9pp |
| Employer contribution / active EE | $27,035 | $7,024+284.9% | $6,427+320.6% | $4,662+479.9% |
| Participant deferral / active EE | $21,183 | $9,808+116.0% | $9,133+131.9% | $6,690+216.7% |
| Admin fee / account holder | $936 | $16,362-94.3% | $13,898-93.3% | $13,392-93.0% |