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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 | $186,854 | $201,264-7.2% | $184,185+1.4% | $145,978+28.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 29.00%-15.3pp | 28.81%-15.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $23,000 | $7,021+227.6% | $6,426+257.9% | $4,662+393.4% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,690+71.9% |
| Admin fee / account holder | $302 | $16,376-98.2% | $13,909-97.8% | $13,400-97.7% |