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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 | $29,474 | $72,071-59.1% | $68,368-56.9% | $137,256-78.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.71% | 353.14%-331.4pp | 292.57%-270.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,568 | $2,788-7.9% | $2,649-3.1% | $4,156-38.2% |
| Participant deferral / active EE | $5,516 | $4,410+25.1% | $4,123+33.8% | $6,407-13.9% |
| Admin fee / account holder | $555 | $5,336-89.6% | $5,150-89.2% | $12,270-95.5% |