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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 | $189,961 | $81,870+132.0% | $119,634+58.8% | $68,490+177.4% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | 64.25% | -23.82%+88.1pp | -14.98%+79.2pp | -7.85%+72.1pp |
| Employer contribution / active EE | $8,300 | $2,692+208.3% | $4,232+96.1% | $2,597+219.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,110 | $6,583-37.6% | $10,329-60.2% | $5,403-23.9% |