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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 | $184,014-27.3% | $161,149-17.0% | $138,895-3.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 23.60% | 21.52%+2.1pp | 21.16%+2.4pp | 145.39%-121.8pp |
| Employer contribution / active EE | $23,120 | $5,055+357.3% | $4,360+430.3% | $4,194+451.2% |
| Participant deferral / active EE | $28,000 | $6,909+305.3% | $6,153+355.1% | $6,396+337.8% |
| Admin fee / account holder | $438 | $18,027-97.6% | $15,194-97.1% | $12,562-96.5% |