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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 | $188,810 | $181,896+3.8% | $156,551+20.6% | $273,972-31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.05% | 30.74%-20.7pp | 32.23%-22.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $28,750 | $6,248+360.1% | $5,501+422.6% | $4,869+490.5% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $491 | $15,560-96.8% | $13,028-96.2% | $10,133-95.2% |