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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 | $180,767 | $183,592-1.5% | $155,567+16.2% | $145,959+23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,895 | $5,315-64.3% | $4,674-59.4% | $4,661-59.3% |
| Participant deferral / active EE | $8,389 | $6,464+29.8% | $5,628+49.1% | $6,689+25.4% |
| Admin fee / account holder | $1,257 | $19,318-93.5% | $15,916-92.1% | $13,398-90.6% |