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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 | $160,829 | $153,311+4.9% | $109,313+47.1% | $273,972-41.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 3.98% | 29.86%-25.9pp | 22.07%-18.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $28,394 | $5,619+405.3% | $3,892+629.5% | $4,869+483.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $450 | $8,076-94.4% | $5,666-92.1% | $10,133-95.6% |