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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 | $126,661+63.7% | $113,397+82.9% | $138,895+49.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 10.42% | 25.05%-14.6pp | 23.20%-12.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $15,000 | $3,456+334.0% | $2,977+403.8% | $4,194+257.6% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,138 | $14,549-78.4% | $11,957-73.8% | $12,562-75.0% |