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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 | $152,364 | $110,212+38.2% | $96,534+57.8% | $139,466+9.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 30.44% | 26.42%+4.0pp | 25.88%+4.6pp | 373.66%-343.2pp |
| Employer contribution / active EE | $17,492 | $3,620+383.2% | $2,965+489.9% | $4,754+267.9% |
| Participant deferral / active EE | $19,451 | $5,547+250.6% | $4,851+301.0% | $6,712+189.8% |
| Admin fee / account holder | $1,332 | $11,599-88.5% | $8,253-83.9% | $11,409-88.3% |