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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 | $233,666 | $171,865+36.0% | $149,718+56.1% | $147,585+58.3% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 13.78% | 2113.29%-2099.5pp | 1501.67%-1487.9pp | 578.56%-564.8pp |
| Employer contribution / active EE | $10,016 | $6,275+59.6% | $5,445+84.0% | $4,876+105.4% |
| Participant deferral / active EE | $13,352 | $7,270+83.7% | $6,569+103.3% | $5,439+145.5% |
| Admin fee / account holder | $753 | $13,799-94.5% | $11,283-93.3% | $10,885-93.1% |