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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 | $166,090 | $254,759-34.8% | $216,567-23.3% | $198,609-16.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 81.6%-6.6pp | 82.4%-7.4pp |
| Annual return | 14.34% | 10.04%+4.3pp | 12.94%+1.4pp | 202.70%-188.4pp |
| Employer contribution / active EE | $15,500 | $6,096+154.2% | $5,216+197.2% | $5,055+206.6% |
| Participant deferral / active EE | $2,900 | $6,948-58.3% | $6,191-53.2% | $6,977-58.4% |
| Admin fee / account holder | $4,799 | $26,311-81.8% | $21,981-78.2% | $19,030-74.8% |