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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 | $187,909 | $159,934+17.5% | $147,005+27.8% | $145,959+28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 98.24%-88.3pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,563 | $5,287-32.6% | $4,934-27.8% | $4,661-23.6% |
| Participant deferral / active EE | $8,277 | $8,427-1.8% | $8,070+2.6% | $6,689+23.7% |
| Admin fee / account holder | $12,039 | $15,053-20.0% | $13,006-7.4% | $13,398-10.1% |