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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 | $158,224 | $178,174-11.2% | $156,181+1.3% | $137,256+15.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 26.34% | 84.19%-57.9pp | 64.87%-38.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $13,847 | $4,972+178.5% | $4,294+222.5% | $4,156+233.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,149 | $17,404-58.9% | $14,586-51.0% | $12,270-41.7% |