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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 | $172,605 | $202,326-14.7% | $172,745-0.1% | $152,870+12.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 23.50% | 1029.72%-1006.2pp | 802.90%-779.4pp | 345.34%-321.8pp |
| Employer contribution / active EE | $12,078 | $5,858+106.2% | $5,144+134.8% | $4,763+153.6% |
| Participant deferral / active EE | $5,517 | $5,948-7.2% | $5,197+6.2% | $5,850-5.7% |
| Admin fee / account holder | $95,483 | $17,110+458.1% | $13,954+584.3% | $11,597+723.4% |