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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 | $160,028+7.1% | $147,080+16.6% | $145,884+17.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 15.93% | 98.60%-82.7pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,295 | $5,286-18.7% | $4,933-12.9% | $4,662-7.9% |
| Participant deferral / active EE | $4,834 | $8,422-42.6% | $8,066-40.1% | $6,690-27.7% |
| Admin fee / account holder | $5,090 | $15,030-66.1% | $12,989-60.8% | $13,392-62.0% |