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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 | $172,905 | $160,070+8.0% | $147,117+17.5% | $145,897+18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,833 | $5,285-27.5% | $4,932-22.3% | $4,663-17.8% |
| Participant deferral / active EE | $8,778 | $8,419+4.3% | $8,065+8.8% | $6,689+31.2% |
| Admin fee / account holder | $3,295 | $15,035-78.1% | $12,993-74.6% | $13,390-75.4% |