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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 | $170,921 | $159,978+6.8% | $147,041+16.2% | $145,978+17.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.15% | 98.36%-86.2pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $13,256 | $5,288+150.7% | $4,935+168.6% | $4,662+184.4% |
| Participant deferral / active EE | $11,899 | $8,429+41.2% | $8,071+47.4% | $6,690+77.9% |
| Admin fee / account holder | $1,141 | $15,053-92.4% | $13,006-91.2% | $13,400-91.5% |