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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 | $168,997 | $56,544+198.9% | $75,501+123.8% | $70,126+141.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 30.09% | 23.59%+6.5pp | 27.35%+2.7pp | 73.15%-43.1pp |
| Employer contribution / active EE | $27,469 | $1,817+1412.2% | $2,352+1068.0% | $2,343+1072.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,636 | $3,827+99.5% | $5,801+31.6% | $4,645+64.4% |