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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 | $57,065+196.2% | $75,670+123.3% | $70,131+141.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 30.09% | 23.57%+6.5pp | 27.34%+2.8pp | 73.14%-43.0pp |
| Employer contribution / active EE | $27,469 | $1,817+1412.2% | $2,352+1068.0% | $2,342+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 | $3,825+99.6% | $5,800+31.7% | $4,645+64.4% |