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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 | $81,233-4.4% | $155,567-50.1% | $80,874-4.0% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 17.48% | 33.33%-15.8pp | 64.74%-47.3pp | 35.62%-18.1pp |
| Employer contribution / active EE | $6,298 | $3,101+103.1% | $4,674+34.7% | $2,756+128.5% |
| Participant deferral / active EE | $6,960 | $3,452+101.6% | $5,628+23.7% | $4,297+62.0% |
| Admin fee / account holder | $6,408 | $7,998-19.9% | $15,916-59.7% | $6,935-7.6% |