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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 | $207,392 | $138,312+49.9% | $122,979+68.6% | $155,188+33.6% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 10.42% | 22.06%-11.6pp | 20.12%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $15,000 | $3,530+324.9% | $3,062+389.8% | $4,248+253.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,138 | $15,089-79.2% | $12,864-75.6% | $14,480-78.3% |