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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 | $241,712 | $81,870+195.2% | $119,634+102.0% | $68,490+252.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 9.71% | -23.82%+33.5pp | -14.98%+24.7pp | -7.85%+17.6pp |
| Employer contribution / active EE | $4,545 | $2,692+68.9% | $4,232+7.4% | $2,597+75.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,753 | $6,583+139.3% | $10,329+52.5% | $5,403+191.6% |