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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 | $201,460 | $202,342-0.4% | $172,752+16.6% | $152,897+31.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.17% | 1029.83%-1013.7pp | 802.97%-786.8pp | 345.43%-329.3pp |
| Employer contribution / active EE | $7,862 | $5,858+34.2% | $5,144+52.8% | $4,764+65.0% |
| Participant deferral / active EE | $3,882 | $5,948-34.7% | $5,198-25.3% | $5,851-33.7% |
| Admin fee / account holder | $122,584 | $17,111+616.4% | $13,955+778.4% | $11,599+956.8% |