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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 | $204,216 | $160,040+27.6% | $147,096+38.8% | $145,877+40.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 21.71% | 98.49%-76.8pp | 419.75%-398.0pp | 551.28%-529.6pp |
| Employer contribution / active EE | $11,296 | $5,289+113.6% | $4,936+128.9% | $4,663+142.3% |
| Participant deferral / active EE | $8,171 | $8,429-3.1% | $8,071+1.2% | $6,691+22.1% |
| Admin fee / account holder | $562 | $15,050-96.3% | $13,005-95.7% | $13,402-95.8% |