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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 | $213,492 | $160,070+33.4% | $147,117+45.1% | $145,897+46.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.79% | 98.69%-82.9pp | 420.54%-404.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,324 | $8,419+34.5% | $8,065+40.4% | $6,689+69.3% |
| Admin fee / account holder | $4,851 | $15,035-67.7% | $12,993-62.7% | $13,390-63.8% |