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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 | $170,967 | $160,040+6.8% | $147,096+16.2% | $145,877+17.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $8,252 | $5,289+56.0% | $4,936+67.2% | $4,663+77.0% |
| Participant deferral / active EE | $6,955 | $8,429-17.5% | $8,071-13.8% | $6,691+3.9% |
| Admin fee / account holder | $1,344 | $15,050-91.1% | $13,005-89.7% | $13,402-90.0% |