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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 | $77,630 | $81,276-4.5% | $155,574-50.1% | $80,925-4.1% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 17.48% | 33.36%-15.9pp | 64.87%-47.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $6,298 | $3,103+103.0% | $4,676+34.7% | $2,756+128.5% |
| Participant deferral / active EE | $6,960 | $3,453+101.6% | $5,629+23.6% | $4,299+61.9% |
| Admin fee / account holder | $6,408 | $7,993-19.8% | $15,914-59.7% | $6,940-7.7% |