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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 | $224,044 | $160,040+40.0% | $147,096+52.3% | $145,877+53.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.47% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,903 | $5,289+11.6% | $4,936+19.6% | $4,663+26.6% |
| Participant deferral / active EE | $14,406 | $8,429+70.9% | $8,071+78.5% | $6,691+115.3% |
| Admin fee / account holder | $23,821 | $15,050+58.3% | $13,005+83.2% | $13,402+77.7% |