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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 | $183,649 | $160,040+14.8% | $147,096+24.8% | $145,877+25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.19% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,070 | $5,289-4.1% | $4,936+2.7% | $4,663+8.7% |
| Participant deferral / active EE | $3,813 | $8,429-54.8% | $8,071-52.8% | $6,691-43.0% |
| Admin fee / account holder | $3,176 | $15,050-78.9% | $13,005-75.6% | $13,402-76.3% |