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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 | $214,986 | $81,870+162.6% | $119,634+79.7% | $68,490+213.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 5.83% | -23.82%+29.7pp | -14.98%+20.8pp | -7.85%+13.7pp |
| Employer contribution / active EE | $24,451 | $2,692+808.4% | $4,232+477.7% | $2,597+841.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,439 | $6,583+119.3% | $10,329+39.8% | $5,403+167.2% |