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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 | $120,930 | $199,109-39.3% | $173,730-30.4% | $154,746-21.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.55% | 20.02%+0.5pp | 19.96%+0.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $10,413 | $5,311+96.1% | $4,577+127.5% | $4,379+137.8% |
| Participant deferral / active EE | $22,553 | $7,113+217.1% | $6,326+256.5% | $6,730+235.1% |
| Admin fee / account holder | $2,023 | $20,916-90.3% | $17,523-88.5% | $14,365-85.9% |