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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 | $196,036 | $275,752-28.9% | $256,809-23.7% | $198,609-1.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.72% | 34.81%-14.1pp | 32.73%-12.0pp | 202.70%-182.0pp |
| Employer contribution / active EE | $39,099 | $7,721+406.4% | $7,263+438.3% | $5,055+673.4% |
| Participant deferral / active EE | $29,375 | $10,037+192.7% | $9,520+208.6% | $6,977+321.0% |
| Admin fee / account holder | $525 | $25,716-98.0% | $25,146-97.9% | $19,030-97.2% |