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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 | $69,685 | $65,555+6.3% | $86,216-19.2% | $75,173-7.3% |
| Participation rate | 73.8% | 60.5%+13.3pp | 69.0%+4.8pp | 67.2%+6.6pp |
| Annual return | 21.79% | 46.07%-24.3pp | 1169.42%-1147.6pp | 160.72%-138.9pp |
| Employer contribution / active EE | $1,705 | $1,553+9.8% | $2,382-28.4% | $2,671-36.2% |
| Participant deferral / active EE | $3,895 | $3,023+28.8% | $3,986-2.3% | $4,126-5.6% |
| Admin fee / account holder | $26,245 | $5,469+379.9% | $6,853+282.9% | $5,651+364.5% |