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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 | $111,828 | $160,040-30.1% | $147,096-24.0% | $145,877-23.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.33% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $11,927 | $5,289+125.5% | $4,936+141.6% | $4,663+155.8% |
| Participant deferral / active EE | $11,897 | $8,429+41.1% | $8,071+47.4% | $6,691+77.8% |
| Admin fee / account holder | $37,087 | $15,050+146.4% | $13,005+185.2% | $13,402+176.7% |