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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 | $63,605 | $201,370-68.4% | $184,256-65.5% | $145,897-56.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 29.05%-5.5pp | 28.85%-5.3pp | 552.29%-528.7pp |
| Employer contribution / active EE | $24,671 | $7,024+251.3% | $6,427+283.9% | $4,663+429.1% |
| Participant deferral / active EE | $18,528 | $9,808+88.9% | $9,133+102.9% | $6,689+177.0% |
| Admin fee / account holder | $15,057 | $16,364-8.0% | $13,899+8.3% | $13,390+12.4% |