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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 | $147,113 | $201,370-26.9% | $184,256-20.2% | $145,897+0.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.82% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $24,425 | $7,024+247.7% | $6,427+280.0% | $4,663+423.8% |
| Participant deferral / active EE | $23,825 | $9,808+142.9% | $9,133+160.9% | $6,689+256.2% |
| Admin fee / account holder | $790 | $16,364-95.2% | $13,899-94.3% | $13,390-94.1% |