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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 | $233,098 | $209,888+11.1% | $189,545+23.0% | $167,553+39.1% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 13.19% | 748.66%-735.5pp | 555.36%-542.2pp | 478.89%-465.7pp |
| Employer contribution / active EE | $11,293 | $6,915+63.3% | $6,162+83.3% | $4,840+133.3% |
| Participant deferral / active EE | $12,484 | $8,934+39.7% | $8,220+51.9% | $6,343+96.8% |
| Admin fee / account holder | $25,025 | $14,300+75.0% | $12,049+107.7% | $12,316+103.2% |