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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 | $167,687 | $160,028+4.8% | $147,080+14.0% | $145,884+14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.71% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $8,394 | $5,286+58.8% | $4,933+70.2% | $4,662+80.0% |
| Participant deferral / active EE | $14,419 | $8,422+71.2% | $8,066+78.8% | $6,690+115.5% |
| Admin fee / account holder | $5,907 | $15,030-60.7% | $12,989-54.5% | $13,392-55.9% |