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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 | $131,373 | $201,370-34.8% | $184,256-28.7% | $145,897-10.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.76% | 29.05%-5.3pp | 28.85%-5.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $17,818 | $7,024+153.7% | $6,427+177.2% | $4,663+282.2% |
| Participant deferral / active EE | $24,632 | $9,808+151.1% | $9,133+169.7% | $6,689+268.2% |
| Admin fee / account holder | $543 | $16,364-96.7% | $13,899-96.1% | $13,390-95.9% |