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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 | $134,579 | $107,666+25.0% | $102,184+31.7% | $154,746-13.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 49.40% | 29.33%+20.1pp | 31.58%+17.8pp | 172.34%-122.9pp |
| Employer contribution / active EE | $6,865 | $3,846+78.5% | $3,594+91.0% | $4,379+56.8% |
| Participant deferral / active EE | $14,517 | $8,719+66.5% | $8,309+74.7% | $6,730+115.7% |
| Admin fee / account holder | $6,134 | $12,943-52.6% | $11,609-47.2% | $14,365-57.3% |