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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 | $81,331+8.4% | $155,534-43.3% | $80,935+8.9% |
| Participation rate | 90.9% | 66.3%+24.7pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 13.63% | 33.37%-19.7pp | 64.92%-51.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $6,518 | $3,105+109.9% | $4,675+39.4% | $2,757+136.4% |
| Participant deferral / active EE | $6,996 | $3,454+102.5% | $5,630+24.3% | $4,299+62.7% |
| Admin fee / account holder | $356 | $7,999-95.5% | $15,900-97.8% | $6,924-94.9% |