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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 | $76,399 | $87,132-12.3% | $105,624-27.7% | $80,959-5.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 28.83% | 17.03%+11.8pp | 116.20%-87.4pp | 35.67%-6.8pp |
| Employer contribution / active EE | $6,079 | $2,397+153.6% | $3,168+91.9% | $2,757+120.5% |
| Participant deferral / active EE | $6,728 | $3,985+68.8% | $5,013+34.2% | $4,300+56.5% |
| Admin fee / account holder | $9,560 | $8,449+13.2% | $10,961-12.8% | $6,925+38.0% |