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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 | $169,183 | $149,333+13.3% | $106,387+59.0% | $135,379+25.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 0.22% | 0.52%-0.3pp | 0.25%0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $9,481 | $4,984+90.2% | $3,520+169.4% | $4,779+98.4% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,861 | $15,952+5.7% | $7,510+124.5% | $10,828+55.7% |