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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 | $199,512 | $160,059+24.6% | $140,019+42.5% | $135,379+47.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | 6.18% | 911.44%-905.3pp | 651.15%-645.0pp | 519.79%-513.6pp |
| Employer contribution / active EE | $13,972 | $6,420+117.7% | $5,605+149.3% | $4,779+192.4% |
| Participant deferral / active EE | $14,183 | $7,641+85.6% | $6,927+104.8% | $5,609+152.9% |
| Admin fee / account holder | $13,508 | $13,328+1.3% | $10,705+26.2% | $10,828+24.7% |