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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 | $220,266 | $160,028+37.6% | $147,080+49.8% | $145,884+51.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 24.00% | 98.60%-74.6pp | 420.17%-396.2pp | 551.85%-527.9pp |
| Employer contribution / active EE | $5,172 | $5,286-2.1% | $4,933+4.8% | $4,662+10.9% |
| Participant deferral / active EE | $12,970 | $8,422+54.0% | $8,066+60.8% | $6,690+93.9% |
| Admin fee / account holder | $1,591 | $15,030-89.4% | $12,989-87.8% | $13,392-88.1% |