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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 | $136,563 | $176,402-22.6% | $134,162+1.8% | $158,966-14.1% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 13.67% | 63.66%-50.0pp | 36.35%-22.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $6,250 | $5,042+24.0% | $3,705+68.7% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $45,565 | $8,719+422.6% | $6,685+581.6% | $11,250+305.0% |