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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 | $238,126 | $160,028+48.8% | $147,080+61.9% | $145,884+63.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.74% | 98.60%-81.9pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,277 | $5,286-75.8% | $4,933-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $15,180 | $8,422+80.2% | $8,066+88.2% | $6,690+126.9% |
| Admin fee / account holder | $1,623 | $15,030-89.2% | $12,989-87.5% | $13,392-87.9% |