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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 | $129,193 | $110,337+17.1% | $102,383+26.2% | $145,877-11.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.45% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,428 | $4,216+5.0% | $3,870+14.4% | $4,663-5.0% |
| Participant deferral / active EE | $14,130 | $5,621+151.4% | $5,060+179.3% | $6,691+111.2% |
| Admin fee / account holder | $579 | $9,750-94.1% | $8,391-93.1% | $13,402-95.7% |