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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 | $184,840 | $160,070+15.5% | $147,117+25.6% | $145,897+26.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 25.44% | 98.69%-73.3pp | 420.54%-395.1pp | 552.29%-526.9pp |
| Employer contribution / active EE | $12,982 | $5,285+145.7% | $4,932+163.2% | $4,663+178.4% |
| Participant deferral / active EE | $27,831 | $8,419+230.6% | $8,065+245.1% | $6,689+316.1% |
| Admin fee / account holder | $24,715 | $15,035+64.4% | $12,993+90.2% | $13,390+84.6% |