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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 | $191,139 | $159,978+19.5% | $147,041+30.0% | $145,978+30.9% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.52% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $7,500 | $5,288+41.8% | $4,935+52.0% | $4,662+60.9% |
| Participant deferral / active EE | $12,646 | $8,429+50.0% | $8,071+56.7% | $6,690+89.0% |
| Admin fee / account holder | $9,782 | $15,053-35.0% | $13,006-24.8% | $13,400-27.0% |