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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 | $173,027 | $160,070+8.1% | $147,117+17.6% | $145,897+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.41% | 98.69%-83.3pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,820 | $5,285-27.7% | $4,932-22.6% | $4,663-18.1% |
| Participant deferral / active EE | $22,110 | $8,419+162.6% | $8,065+174.2% | $6,689+230.5% |
| Admin fee / account holder | $1,912 | $15,035-87.3% | $12,993-85.3% | $13,390-85.7% |