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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 | $192,194 | $81,870+134.8% | $119,634+60.7% | $68,490+180.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 14.84% | -23.82%+38.7pp | -14.98%+29.8pp | -7.85%+22.7pp |
| Employer contribution / active EE | $24,574 | $2,692+812.9% | $4,232+480.6% | $2,597+846.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,245 | $6,583+55.6% | $10,329-0.8% | $5,403+89.6% |