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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 | $120,025 | $201,372-40.4% | $184,260-34.9% | $145,884-17.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.21% | 29.04%-3.8pp | 28.84%-3.6pp | 551.85%-526.6pp |
| Employer contribution / active EE | $19,357 | $7,024+175.6% | $6,427+201.2% | $4,662+315.2% |
| Participant deferral / active EE | $21,722 | $9,808+121.5% | $9,133+137.8% | $6,690+224.7% |
| Admin fee / account holder | $1,935 | $16,362-88.2% | $13,898-86.1% | $13,392-85.6% |