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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 | $207,600 | $202,440+2.5% | $169,390+22.6% | $139,466+48.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 72.45% | 532.36%-459.9pp | 406.07%-333.6pp | 373.66%-301.2pp |
| Employer contribution / active EE | $6,253 | $4,693+33.2% | $4,013+55.8% | $4,754+31.5% |
| Participant deferral / active EE | $17,500 | $6,940+152.2% | $6,222+181.2% | $6,712+160.7% |
| Admin fee / account holder | $1,415 | $10,722-86.8% | $9,015-84.3% | $11,409-87.6% |