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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 | $126,975 | $153,769-17.4% | $133,975-5.2% | $273,972-53.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 32.20% | 36.51%-4.3pp | 29.29%+2.9pp | 41.46%-9.3pp |
| Employer contribution / active EE | $32,882 | $6,029+445.4% | $5,211+531.0% | $4,869+575.4% |
| Participant deferral / active EE | $14,096 | $6,958+102.6% | $6,282+124.4% | $5,287+166.6% |
| Admin fee / account holder | $915 | $11,765-92.2% | $9,324-90.2% | $10,133-91.0% |