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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 | $209,058 | $160,070+30.6% | $147,117+42.1% | $145,897+43.3% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 10.55% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $17,518 | $5,285+231.5% | $4,932+255.2% | $4,663+275.7% |
| Participant deferral / active EE | $10,330 | $8,419+22.7% | $8,065+28.1% | $6,689+54.4% |
| Admin fee / account holder | $37,802 | $15,035+151.4% | $12,993+190.9% | $13,390+182.3% |