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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 | $101,618-45.2% | $93,063-40.2% | $137,256-59.4% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 10.88% | 223.95%-213.1pp | 34.15%-23.3pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,859 | $2,707+5.6% | $2,476+15.5% | $4,156-31.2% |
| Participant deferral / active EE | $4,186 | $4,279-2.2% | $3,958+5.8% | $6,407-34.7% |
| Admin fee / account holder | $755 | $6,198-87.8% | $6,033-87.5% | $12,270-93.8% |