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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 | $166,341 | $162,812+2.2% | $133,971+24.2% | $158,966+4.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.23% | 41.94%-27.7pp | 45.09%-30.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $9,990 | $4,976+100.8% | $3,919+154.9% | $4,762+109.8% |
| Participant deferral / active EE | $6,647 | $5,910+12.5% | $5,047+31.7% | $5,983+11.1% |
| Admin fee / account holder | $1,531 | $11,741-87.0% | $8,929-82.9% | $11,250-86.4% |