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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 | $168,016 | $140,592+19.5% | $123,106+36.5% | $125,388+34.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.32% | 16.80%-12.5pp | 13.22%-8.9pp | 282.24%-277.9pp |
| Employer contribution / active EE | $17,618 | $6,041+191.6% | $5,151+242.0% | $4,866+262.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,278 | $11,198+54.3% | $9,015+91.7% | $9,541+81.1% |