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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 | $178,793 | $160,070+11.7% | $147,117+21.5% | $145,897+22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.93% | 98.69%-75.8pp | 420.54%-397.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $3,340 | $5,285-36.8% | $4,932-32.3% | $4,663-28.4% |
| Participant deferral / active EE | $6,392 | $8,419-24.1% | $8,065-20.7% | $6,689-4.4% |
| Admin fee / account holder | $1,315 | $15,035-91.3% | $12,993-89.9% | $13,390-90.2% |