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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 | $219,773 | $142,392+54.3% | $119,622+83.7% | $134,532+63.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 20.16% | -12.46%+32.6pp | -14.98%+35.1pp | 418.27%-398.1pp |
| Employer contribution / active EE | $23,438 | $5,224+348.7% | $4,232+453.8% | $4,741+394.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,006 | $13,593-41.1% | $10,328-22.5% | $11,429-29.9% |