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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 | $169,012 | $172,111-1.8% | $150,298+12.5% | $137,256+23.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.27% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.1pp |
| Employer contribution / active EE | $10,967 | $4,636+136.5% | $4,154+164.0% | $4,156+163.9% |
| Participant deferral / active EE | $9,518 | $6,166+54.4% | $5,453+74.6% | $6,407+48.6% |
| Admin fee / account holder | $1,261 | $16,471-92.3% | $14,116-91.1% | $12,270-89.7% |