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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 | $92,176 | $201,344-54.2% | $184,243-50.0% | $145,877-36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.01%-1.8pp | 28.82%-1.6pp | 551.28%-524.1pp |
| Employer contribution / active EE | $18,782 | $7,022+167.5% | $6,427+192.2% | $4,663+302.8% |
| Participant deferral / active EE | $22,013 | $9,807+124.5% | $9,132+141.0% | $6,691+229.0% |
| Admin fee / account holder | $1,750 | $16,382-89.3% | $13,914-87.4% | $13,402-86.9% |