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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 | $81,358-4.6% | $155,556-50.1% | $80,959-4.1% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 17.48% | 33.39%-15.9pp | 64.84%-47.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $6,298 | $3,106+102.7% | $4,675+34.7% | $2,757+128.4% |
| Participant deferral / active EE | $6,960 | $3,455+101.4% | $5,631+23.6% | $4,300+61.8% |
| Admin fee / account holder | $6,408 | $7,994-19.8% | $15,885-59.7% | $6,925-7.5% |