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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 | $203,061 | $159,934+27.0% | $147,005+38.1% | $145,959+39.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.99% | 98.24%-86.2pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,852 | $5,287-8.2% | $4,934-1.7% | $4,661+4.1% |
| Participant deferral / active EE | $14,325 | $8,427+70.0% | $8,070+77.5% | $6,689+114.2% |
| Admin fee / account holder | $1,983 | $15,053-86.8% | $13,006-84.8% | $13,398-85.2% |