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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 | $41,974 | $201,372-79.2% | $184,260-77.2% | $145,884-71.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.89% | 29.04%-1.2pp | 28.84%-1.0pp | 551.85%-524.0pp |
| Employer contribution / active EE | $7,630 | $7,024+8.6% | $6,427+18.7% | $4,662+63.7% |
| Participant deferral / active EE | $8,342 | $9,808-14.9% | $9,133-8.7% | $6,690+24.7% |
| Admin fee / account holder | $25,000 | $16,362+52.8% | $13,898+79.9% | $13,392+86.7% |