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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 | $238,644 | $69,977+241.0% | $108,582+119.8% | $62,881+279.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.77% | 10.73%0pp | -51.70%+62.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $11,211 | $2,135+425.1% | $3,758+198.3% | $2,281+391.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,333 | $5,076+5.0% | $7,645-30.2% | $4,296+24.1% |