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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 | $209,084 | $81,870+155.4% | $119,608+74.8% | $68,495+205.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 17.08% | -23.82%+40.9pp | -14.98%+32.1pp | -7.84%+24.9pp |
| Employer contribution / active EE | $16,925 | $2,692+528.8% | $4,232+299.9% | $2,596+551.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,643 | $6,583+76.9% | $10,326+12.8% | $5,403+115.5% |