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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 | $55,907 | $102,595-45.5% | $94,057-40.6% | $154,746-63.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 10.80% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $2,589 | $3,147-17.7% | $2,933-11.7% | $4,379-40.9% |
| Participant deferral / active EE | $5,334 | $5,118+4.2% | $4,709+13.3% | $6,730-20.8% |
| Admin fee / account holder | $741 | $7,736-90.4% | $7,244-89.8% | $14,365-94.8% |