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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 | $104,386 | $106,923-2.4% | $84,023+24.2% | $152,909-31.7% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 19.31% | 105.02%-85.7pp | 71.32%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,083 | $2,735-23.8% | $1,984+5.0% | $4,764-56.3% |
| Participant deferral / active EE | $3,923 | $4,013-2.2% | $3,239+21.1% | $5,851-33.0% |
| Admin fee / account holder | $818 | $8,289-90.1% | $6,102-86.6% | $11,601-93.0% |