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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 | $192,718 | $167,362+15.1% | $143,799+34.0% | $134,532+43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $10,132 | $5,620+80.3% | $4,952+104.6% | $4,741+113.7% |
| Participant deferral / active EE | $14,372 | $6,447+122.9% | $5,638+154.9% | $6,401+124.5% |
| Admin fee / account holder | $561 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |