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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 | $196,009 | $159,934+22.6% | $147,005+33.3% | $145,959+34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.24%-85.8pp | 418.76%-406.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,526 | $5,287-33.3% | $4,934-28.5% | $4,661-24.3% |
| Participant deferral / active EE | $8,002 | $8,427-5.0% | $8,070-0.8% | $6,689+19.6% |
| Admin fee / account holder | $1,813 | $15,053-88.0% | $13,006-86.1% | $13,398-86.5% |