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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 | $193,590 | $171,867+12.6% | $149,718+29.3% | $147,585+31.2% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 21.35% | 2113.36%-2092.0pp | 1501.70%-1480.4pp | 578.57%-557.2pp |
| Employer contribution / active EE | $6,090 | $6,275-2.9% | $5,444+11.9% | $4,876+24.9% |
| Participant deferral / active EE | $6,364 | $7,270-12.5% | $6,568-3.1% | $5,439+17.0% |
| Admin fee / account holder | $823 | $13,799-94.0% | $11,283-92.7% | $10,885-92.4% |