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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 | $213,778 | $142,392+50.1% | $119,622+78.7% | $134,532+58.9% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.5pp |
| Annual return | 2.00% | -12.46%+14.5pp | -14.98%+17.0pp | 418.27%-416.3pp |
| Employer contribution / active EE | $16,398 | $5,224+213.9% | $4,232+287.5% | $4,741+245.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,970 | $13,593-48.7% | $10,328-32.5% | $11,429-39.0% |