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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 | $111,814+15.5% | $103,374+25.0% | $145,959-11.5% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.45% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $4,428 | $4,214+5.1% | $3,869+14.4% | $4,661-5.0% |
| Participant deferral / active EE | $14,130 | $5,618+151.5% | $5,058+179.4% | $6,689+111.3% |
| Admin fee / account holder | $579 | $9,754-94.1% | $8,394-93.1% | $13,398-95.7% |