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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 | $94,631 | $201,372-53.0% | $184,260-48.6% | $145,884-35.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.12% | 29.04%-7.9pp | 28.84%-7.7pp | 551.85%-530.7pp |
| Employer contribution / active EE | $11,158 | $7,024+58.9% | $6,427+73.6% | $4,662+139.3% |
| Participant deferral / active EE | $27,546 | $9,808+180.9% | $9,133+201.6% | $6,690+311.8% |
| Admin fee / account holder | $16,678 | $16,362+1.9% | $13,898+20.0% | $13,392+24.5% |