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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 | $186,346 | $160,040+16.4% | $147,096+26.7% | $145,877+27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.38% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $6,094 | $5,289+15.2% | $4,936+23.5% | $4,663+30.7% |
| Participant deferral / active EE | $9,935 | $8,429+17.9% | $8,071+23.1% | $6,691+48.5% |
| Admin fee / account holder | $18,627 | $15,050+23.8% | $13,005+43.2% | $13,402+39.0% |