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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 | $230,825 | $202,342+14.1% | $172,752+33.6% | $152,897+51.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.22% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $9,537 | $5,858+62.8% | $5,144+85.4% | $4,764+100.2% |
| Participant deferral / active EE | $9,429 | $5,948+58.5% | $5,198+81.4% | $5,851+61.1% |
| Admin fee / account holder | $274,909 | $17,111+1506.6% | $13,955+1870.0% | $11,599+2270.0% |