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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 | $143,440 | $198,457-27.7% | $170,435-15.8% | $147,586-2.8% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 11.65% | 257.30%-245.7pp | 205.94%-194.3pp | 578.59%-566.9pp |
| Employer contribution / active EE | $10,990 | $6,183+77.7% | $5,432+102.3% | $4,876+125.4% |
| Participant deferral / active EE | $4,550 | $5,629-19.2% | $4,939-7.9% | $5,439-16.3% |
| Admin fee / account holder | $30,102 | $16,852+78.6% | $13,881+116.9% | $10,886+176.5% |