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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 | $169,197 | $159,934+5.8% | $147,005+15.1% | $145,959+15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.29% | 98.24%-85.9pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,775 | $5,287-66.4% | $4,934-64.0% | $4,661-61.9% |
| Participant deferral / active EE | $9,911 | $8,427+17.6% | $8,070+22.8% | $6,689+48.2% |
| Admin fee / account holder | $2,900 | $15,053-80.7% | $13,006-77.7% | $13,398-78.4% |