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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 | $235,112 | $202,342+16.2% | $172,753+36.1% | $152,909+53.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.10% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,915 | $5,857-16.1% | $5,144-4.4% | $4,764+3.2% |
| Participant deferral / active EE | $9,488 | $5,948+59.5% | $5,198+82.5% | $5,851+62.1% |
| Admin fee / account holder | $8,889 | $17,112-48.1% | $13,956-36.3% | $11,601-23.4% |