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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 | $248,977 | $209,888+18.6% | $189,545+31.4% | $167,553+48.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.56% | 748.66%-739.1pp | 555.36%-545.8pp | 478.89%-469.3pp |
| Employer contribution / active EE | $7,153 | $6,915+3.4% | $6,162+16.1% | $4,840+47.8% |
| Participant deferral / active EE | $10,449 | $8,934+17.0% | $8,220+27.1% | $6,343+64.7% |
| Admin fee / account holder | $1,043 | $14,300-92.7% | $12,049-91.3% | $12,316-91.5% |