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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 | $186,140 | $160,028+16.3% | $147,080+26.6% | $145,884+27.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $8,442 | $5,286+59.7% | $4,933+71.1% | $4,662+81.1% |
| Participant deferral / active EE | $12,127 | $8,422+44.0% | $8,066+50.3% | $6,690+81.3% |
| Admin fee / account holder | $65,650 | $15,030+336.8% | $12,989+405.4% | $13,392+390.2% |