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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 | $201,559 | $167,030+20.7% | $135,768+48.5% | $155,188+29.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 71.1%+17.8pp | 80.8%+8.1pp |
| Annual return | 16.67% | 678.39%-661.7pp | 526.10%-509.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $9,328 | $4,132+125.7% | $3,394+174.9% | $4,248+119.6% |
| Participant deferral / active EE | $5,669 | $4,528+25.2% | $3,977+42.5% | $6,531-13.2% |
| Admin fee / account holder | $186,531 | $8,172+2182.6% | $7,048+2546.4% | $14,480+1188.2% |