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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 | $53,087 | $106,923-50.4% | $84,023-36.8% | $152,909-65.3% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 29.84% | 105.02%-75.2pp | 71.32%-41.5pp | 345.46%-315.6pp |
| Employer contribution / active EE | $1,890 | $2,735-30.9% | $1,984-4.7% | $4,764-60.3% |
| Participant deferral / active EE | $9,922 | $4,013+147.3% | $3,239+206.3% | $5,851+69.6% |
| Admin fee / account holder | $875 | $8,289-89.4% | $6,102-85.7% | $11,601-92.5% |