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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 | $197,511 | $160,070+23.4% | $147,117+34.3% | $145,897+35.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.52% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,557 | $5,285+5.2% | $4,932+12.7% | $4,663+19.2% |
| Participant deferral / active EE | $13,991 | $8,419+66.2% | $8,065+73.5% | $6,689+109.2% |
| Admin fee / account holder | $47,170 | $15,035+213.7% | $12,993+263.0% | $13,390+252.3% |