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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 | $160,505 | $140,592+14.2% | $123,105+30.4% | $125,389+28.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.89% | 16.80%-15.9pp | 13.22%-12.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $20,106 | $6,041+232.8% | $5,151+290.3% | $4,866+313.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,672 | $11,198-31.5% | $9,014-14.9% | $9,541-19.6% |