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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 | $121,221 | $201,372-39.8% | $184,260-34.2% | $145,884-16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.23% | 29.04%+2.2pp | 28.84%+2.4pp | 551.85%-520.6pp |
| Employer contribution / active EE | $18,681 | $7,024+166.0% | $6,427+190.6% | $4,662+300.7% |
| Participant deferral / active EE | $19,454 | $9,808+98.4% | $9,133+113.0% | $6,690+190.8% |
| Admin fee / account holder | $542 | $16,362-96.7% | $13,898-96.1% | $13,392-96.0% |