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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 | $178,310 | $159,978+11.5% | $147,041+21.3% | $145,978+22.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 20.38% | 98.36%-78.0pp | 419.21%-398.8pp | 550.52%-530.1pp |
| Employer contribution / active EE | $17,841 | $5,288+237.4% | $4,935+261.5% | $4,662+282.7% |
| Participant deferral / active EE | $17,833 | $8,429+111.6% | $8,071+121.0% | $6,690+166.6% |
| Admin fee / account holder | $4,099 | $15,053-72.8% | $13,006-68.5% | $13,400-69.4% |