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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 | $88,169 | $81,233+8.5% | $155,567-43.3% | $80,874+9.0% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 13.63% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $6,518 | $3,101+110.2% | $4,674+39.5% | $2,756+136.5% |
| Participant deferral / active EE | $6,996 | $3,452+102.7% | $5,628+24.3% | $4,297+62.8% |
| Admin fee / account holder | $356 | $7,998-95.5% | $15,916-97.8% | $6,935-94.9% |