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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 | $230,234 | $202,345+13.8% | $172,755+33.3% | $152,885+50.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.99% | 1029.77%-1005.8pp | 802.94%-778.9pp | 345.39%-321.4pp |
| Employer contribution / active EE | $2,056 | $5,858-64.9% | $5,144-60.0% | $4,763-56.8% |
| Participant deferral / active EE | $6,672 | $5,948+12.2% | $5,198+28.4% | $5,851+14.0% |
| Admin fee / account holder | $27,347 | $17,111+59.8% | $13,955+96.0% | $11,598+135.8% |