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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 | $204,574 | $202,342+1.1% | $172,753+18.4% | $152,909+33.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.96% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $4,992 | $5,857-14.8% | $5,144-2.9% | $4,764+4.8% |
| Participant deferral / active EE | $8,217 | $5,948+38.1% | $5,198+58.1% | $5,851+40.4% |
| Admin fee / account holder | $778 | $17,112-95.5% | $13,956-94.4% | $11,601-93.3% |