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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 | $97,289+38.3% | $92,805+45.0% | $155,188-13.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 49.40% | 29.03%+20.4pp | 31.59%+17.8pp | 148.84%-99.4pp |
| Employer contribution / active EE | $6,865 | $3,632+89.0% | $3,424+100.5% | $4,248+61.6% |
| Participant deferral / active EE | $14,517 | $8,795+65.0% | $8,448+71.8% | $6,531+122.3% |
| Admin fee / account holder | $6,134 | $12,015-48.9% | $10,911-43.8% | $14,480-57.6% |