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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 | $188,073 | $160,028+17.5% | $147,080+27.9% | $145,884+28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $4,251 | $5,286-19.6% | $4,933-13.8% | $4,662-8.8% |
| Participant deferral / active EE | $5,370 | $8,422-36.2% | $8,066-33.4% | $6,690-19.7% |
| Admin fee / account holder | $552 | $15,030-96.3% | $12,989-95.7% | $13,392-95.9% |