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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 | $231,141 | $160,040+44.4% | $147,096+57.1% | $145,877+58.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 10.43% | 98.49%-88.1pp | 419.75%-409.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,718 | $5,289+8.1% | $4,936+15.9% | $4,663+22.6% |
| Participant deferral / active EE | $12,817 | $8,429+52.1% | $8,071+58.8% | $6,691+91.6% |
| Admin fee / account holder | $1,980 | $15,050-86.8% | $13,005-84.8% | $13,402-85.2% |