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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 | $146,640 | $157,829-7.1% | $136,867+7.1% | $198,609-26.2% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 7.84% | 51.25%-43.4pp | 42.97%-35.1pp | 202.70%-194.9pp |
| Employer contribution / active EE | $13,549 | $3,923+245.4% | $3,547+282.0% | $5,055+168.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,237 | $11,107-79.9% | $10,340-78.4% | $19,030-88.2% |