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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 | $182,005 | $201,372-9.6% | $184,260-1.2% | $145,884+24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.75% | 29.04%+4.7pp | 28.84%+4.9pp | 551.85%-518.1pp |
| Employer contribution / active EE | $25,348 | $7,024+260.9% | $6,427+294.4% | $4,662+443.7% |
| Participant deferral / active EE | $17,031 | $9,808+73.7% | $9,133+86.5% | $6,690+154.6% |
| Admin fee / account holder | $10,000 | $16,362-38.9% | $13,898-28.0% | $13,392-25.3% |