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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 | $183,627-1.6% | $155,602+16.2% | $145,978+23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,895 | $5,316-64.3% | $4,675-59.5% | $4,662-59.3% |
| Participant deferral / active EE | $8,389 | $6,466+29.8% | $5,629+49.0% | $6,690+25.4% |
| Admin fee / account holder | $1,257 | $19,327-93.5% | $15,923-92.1% | $13,400-90.6% |