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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 | $140,695 | $201,344-30.1% | $184,243-23.6% | $145,877-3.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.12% | 29.01%-1.9pp | 28.82%-1.7pp | 551.28%-524.2pp |
| Employer contribution / active EE | $14,571 | $7,022+107.5% | $6,427+126.7% | $4,663+212.5% |
| Participant deferral / active EE | $11,232 | $9,807+14.5% | $9,132+23.0% | $6,691+67.9% |
| Admin fee / account holder | $1,847 | $16,382-88.7% | $13,914-86.7% | $13,402-86.2% |