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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 | $216,691 | $202,342+7.1% | $172,753+25.4% | $152,909+41.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.46% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-324.0pp |
| Employer contribution / active EE | $7,576 | $5,857+29.3% | $5,144+47.3% | $4,764+59.0% |
| Participant deferral / active EE | $6,657 | $5,948+11.9% | $5,198+28.1% | $5,851+13.8% |
| Admin fee / account holder | $509 | $17,112-97.0% | $13,956-96.4% | $11,601-95.6% |