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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 | $243,240 | $202,342+20.2% | $172,753+40.8% | $152,909+59.1% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 15.30% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.2pp |
| Employer contribution / active EE | $9,300 | $5,857+58.8% | $5,144+80.8% | $4,764+95.2% |
| Participant deferral / active EE | $5,938 | $5,948-0.2% | $5,198+14.2% | $5,851+1.5% |
| Admin fee / account holder | $14,594 | $17,112-14.7% | $13,956+4.6% | $11,601+25.8% |