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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 | $124,583 | $117,846+5.7% | $102,434+21.6% | $145,884-14.6% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 14.68% | 31.90%-17.2pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,979 | $3,615-45.3% | $3,023-34.5% | $4,662-57.6% |
| Participant deferral / active EE | $6,187 | $5,733+7.9% | $5,055+22.4% | $6,690-7.5% |
| Admin fee / account holder | $743 | $13,356-94.4% | $9,462-92.1% | $13,392-94.5% |