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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 | $55,690 | $125,778-55.7% | $114,563-51.4% | $154,746-64.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 10.88% | 295.14%-284.3pp | 241.09%-230.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $2,859 | $2,806+1.9% | $2,592+10.3% | $4,379-34.7% |
| Participant deferral / active EE | $4,186 | $4,445-5.8% | $4,142+1.1% | $6,730-37.8% |
| Admin fee / account holder | $755 | $8,190-90.8% | $7,623-90.1% | $14,365-94.7% |