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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 | $241,934 | $202,342+19.6% | $172,753+40.0% | $152,909+58.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 21.79% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $17,967 | $5,857+206.7% | $5,144+249.3% | $4,764+277.2% |
| Participant deferral / active EE | $9,766 | $5,948+64.2% | $5,198+87.9% | $5,851+66.9% |
| Admin fee / account holder | $15,405 | $17,112-10.0% | $13,956+10.4% | $11,601+32.8% |