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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 | $163,612 | $148,629+10.1% | $135,982+20.3% | $139,487+17.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.97% | 79.33%-38.4pp | 68.32%-27.4pp | 373.84%-332.9pp |
| Employer contribution / active EE | $12,180 | $5,247+132.2% | $4,859+150.7% | $4,755+156.2% |
| Participant deferral / active EE | $9,133 | $8,102+12.7% | $7,760+17.7% | $6,713+36.1% |
| Admin fee / account holder | $514 | $12,406-95.9% | $10,767-95.2% | $11,407-95.5% |