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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 | $171,454 | $160,040+7.1% | $147,096+16.6% | $145,877+17.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.93% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $4,295 | $5,289-18.8% | $4,936-13.0% | $4,663-7.9% |
| Participant deferral / active EE | $4,834 | $8,429-42.6% | $8,071-40.1% | $6,691-27.7% |
| Admin fee / account holder | $5,090 | $15,050-66.2% | $13,005-60.9% | $13,402-62.0% |