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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 | $205,987 | $171,492+20.1% | $150,734+36.7% | $198,609+3.7% |
| Participation rate | 90.9% | 81.4%+9.5pp | 78.4%+12.5pp | 82.4%+8.5pp |
| Annual return | 14.73% | 804.70%-790.0pp | 600.81%-586.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $10,424 | $5,470+90.6% | $4,918+111.9% | $5,055+106.2% |
| Participant deferral / active EE | $6,353 | $6,259+1.5% | $5,610+13.3% | $6,977-8.9% |
| Admin fee / account holder | $1,593 | $17,628-91.0% | $14,905-89.3% | $19,030-91.6% |