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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 | $115,156 | $81,870+40.7% | $119,634-3.7% | $68,490+68.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 3.39% | -23.82%+27.2pp | -14.98%+18.4pp | -7.85%+11.2pp |
| Employer contribution / active EE | $21,015 | $2,692+680.7% | $4,232+396.5% | $2,597+709.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,584 | $6,583+15.2% | $10,329-26.6% | $5,403+40.4% |