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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 | $146,534 | $201,370-27.2% | $184,256-20.5% | $145,897+0.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.43% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $25,676 | $7,024+265.6% | $6,427+299.5% | $4,663+450.7% |
| Participant deferral / active EE | $18,850 | $9,808+92.2% | $9,133+106.4% | $6,689+181.8% |
| Admin fee / account holder | $17,759 | $16,364+8.5% | $13,899+27.8% | $13,390+32.6% |