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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 | $175,946 | $201,344-12.6% | $184,243-4.5% | $145,877+20.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.29% | 29.01%-15.7pp | 28.82%-15.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $24,697 | $7,022+251.7% | $6,427+284.3% | $4,663+429.6% |
| Participant deferral / active EE | $34,713 | $9,807+254.0% | $9,132+280.1% | $6,691+418.8% |
| Admin fee / account holder | $3,413 | $16,382-79.2% | $13,914-75.5% | $13,402-74.5% |