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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 | $172,756 | $211,239-18.2% | $178,528-3.2% | $145,877+18.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.68% | 30.22%+10.5pp | 27.11%+13.6pp | 551.28%-510.6pp |
| Employer contribution / active EE | $35,283 | $4,570+672.0% | $3,950+793.1% | $4,663+656.7% |
| Participant deferral / active EE | $20,252 | $6,963+190.9% | $6,278+222.6% | $6,691+202.7% |
| Admin fee / account holder | $1,909 | $12,095-84.2% | $10,419-81.7% | $13,402-85.8% |