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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 | $223,391 | $176,105+26.9% | $159,474+40.1% | $167,536+33.3% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 65.21% | 331.91%-266.7pp | 263.68%-198.5pp | 478.82%-413.6pp |
| Employer contribution / active EE | $6,440 | $5,299+21.5% | $4,831+33.3% | $4,839+33.1% |
| Participant deferral / active EE | $8,738 | $7,751+12.7% | $7,353+18.8% | $6,342+37.8% |
| Admin fee / account holder | $967 | $12,559-92.3% | $10,802-91.0% | $12,315-92.1% |