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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 | $169,250 | $181,896-7.0% | $156,551+8.1% | $273,972-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.95% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $27,988 | $6,248+347.9% | $5,501+408.8% | $4,869+474.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,748 | $15,560-43.8% | $13,028-32.9% | $10,133-13.7% |