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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 | $120,991 | $81,870+47.8% | $119,634+1.1% | $68,490+76.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 42.06% | -23.82%+65.9pp | -14.98%+57.0pp | -7.85%+49.9pp |
| Employer contribution / active EE | $18,993 | $2,692+605.6% | $4,232+348.8% | $2,597+631.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,087 | $6,583+83.6% | $10,329+17.0% | $5,403+123.7% |