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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 | $159,151 | $211,946-24.9% | $169,452-6.1% | $135,380+17.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.24% | 3.26%0pp | 1.83%+1.4pp | 519.81%-516.6pp |
| Employer contribution / active EE | $27,958 | $5,117+446.4% | $4,157+572.6% | $4,779+485.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,642 | $11,472+27.6% | $9,110+60.7% | $10,828+35.2% |