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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 | $199,950 | $202,342-1.2% | $172,753+15.7% | $152,909+30.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 16.86% | 1029.88%-1013.0pp | 803.00%-786.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $9,131 | $5,857+55.9% | $5,144+77.5% | $4,764+91.7% |
| Participant deferral / active EE | $9,499 | $5,948+59.7% | $5,198+82.8% | $5,851+62.3% |
| Admin fee / account holder | $142,751 | $17,112+734.2% | $13,956+922.9% | $11,601+1130.5% |