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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 | $160,441 | $160,028+0.3% | $147,080+9.1% | $145,884+10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $11,364 | $5,286+115.0% | $4,933+130.4% | $4,662+143.7% |
| Participant deferral / active EE | $17,972 | $8,422+113.4% | $8,066+122.8% | $6,690+168.7% |
| Admin fee / account holder | $12,401 | $15,030-17.5% | $12,989-4.5% | $13,392-7.4% |