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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 | $133,264 | $114,119+16.8% | $107,187+24.3% | $138,895-4.1% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 14.74% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,215 | $4,059-20.8% | $3,782-15.0% | $4,194-23.3% |
| Participant deferral / active EE | $11,452 | $5,538+106.8% | $5,096+124.7% | $6,396+79.0% |
| Admin fee / account holder | $3,579 | $10,024-64.3% | $9,162-60.9% | $12,562-71.5% |