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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 | $175,233 | $201,264-12.9% | $184,185-4.9% | $145,978+20.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.33% | 29.00%-12.7pp | 28.81%-12.5pp | 550.52%-534.2pp |
| Employer contribution / active EE | $17,906 | $7,021+155.0% | $6,426+178.7% | $4,662+284.1% |
| Participant deferral / active EE | $21,640 | $9,806+120.7% | $9,132+137.0% | $6,690+223.5% |
| Admin fee / account holder | $18,679 | $16,376+14.1% | $13,909+34.3% | $13,400+39.4% |