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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 | $132,118 | $108,922+21.3% | $100,398+31.6% | $145,978-9.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.74% | 58.04%-43.3pp | 49.32%-34.6pp | 550.52%-535.8pp |
| Employer contribution / active EE | $4,879 | $4,426+10.2% | $3,946+23.6% | $4,662+4.7% |
| Participant deferral / active EE | $10,619 | $8,450+25.7% | $8,084+31.4% | $6,690+58.7% |
| Admin fee / account holder | $1,079 | $9,680-88.9% | $7,893-86.3% | $13,400-92.0% |