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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 | $175,960 | $159,978+10.0% | $147,041+19.7% | $145,978+20.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $5,040 | $5,288-4.7% | $4,935+2.1% | $4,662+8.1% |
| Participant deferral / active EE | $8,439 | $8,429+0.1% | $8,071+4.6% | $6,690+26.2% |
| Admin fee / account holder | $120,821 | $15,053+702.6% | $13,006+829.0% | $13,400+801.6% |