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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 | $197,714 | $160,028+23.5% | $147,080+34.4% | $145,884+35.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 10.53% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $4,698 | $5,286-11.1% | $4,933-4.8% | $4,662+0.8% |
| Participant deferral / active EE | $12,451 | $8,422+47.8% | $8,066+54.4% | $6,690+86.1% |
| Admin fee / account holder | $2,398 | $15,030-84.0% | $12,989-81.5% | $13,392-82.1% |