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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 | $70,822 | $69,274+2.2% | $64,097+10.5% | $139,487-49.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.29% | 46.00%-28.7pp | 33.75%-16.5pp | 373.84%-356.5pp |
| Employer contribution / active EE | $2,976 | $3,187-6.6% | $2,750+8.2% | $4,755-37.4% |
| Participant deferral / active EE | $5,623 | $4,685+20.0% | $3,881+44.9% | $6,713-16.2% |
| Admin fee / account holder | $32,975 | $4,247+676.5% | $3,070+974.2% | $11,407+189.1% |