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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 | $70,491 | $65,566+7.5% | $86,235-18.3% | $75,177-6.2% |
| Participation rate | 73.9% | 60.5%+13.4pp | 69.0%+4.9pp | 67.2%+6.7pp |
| Annual return | 21.72% | 46.07%-24.4pp | 1170.03%-1148.3pp | 160.75%-139.0pp |
| Employer contribution / active EE | $2,162 | $1,553+39.2% | $2,381-9.2% | $2,671-19.1% |
| Participant deferral / active EE | $5,508 | $3,023+82.2% | $3,987+38.1% | $4,126+33.5% |
| Admin fee / account holder | $713 | $5,470-87.0% | $6,856-89.6% | $5,651-87.4% |