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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 | $202,007 | $160,040+26.2% | $147,096+37.3% | $145,877+38.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $6,603 | $5,289+24.8% | $4,936+33.8% | $4,663+41.6% |
| Participant deferral / active EE | $11,093 | $8,429+31.6% | $8,071+37.4% | $6,691+65.8% |
| Admin fee / account holder | $10,288 | $15,050-31.6% | $13,005-20.9% | $13,402-23.2% |