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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 | $133,803 | $213,785-37.4% | $185,441-27.8% | $155,188-13.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 23.60% | 19.97%+3.6pp | 20.16%+3.4pp | 148.84%-125.2pp |
| Employer contribution / active EE | $23,120 | $5,393+328.7% | $4,672+394.8% | $4,248+444.3% |
| Participant deferral / active EE | $28,000 | $6,864+307.9% | $6,152+355.2% | $6,531+328.7% |
| Admin fee / account holder | $438 | $21,134-97.9% | $17,890-97.6% | $14,480-97.0% |