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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 | $181,049 | $160,070+13.1% | $147,117+23.1% | $145,897+24.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.94% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,645 | $5,285-50.0% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $9,777 | $8,419+16.1% | $8,065+21.2% | $6,689+46.2% |
| Admin fee / account holder | $13,465 | $15,035-10.4% | $12,993+3.6% | $13,390+0.6% |