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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 | $236,540 | $202,345+16.9% | $172,755+36.9% | $152,885+54.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.72% | 1029.77%-1005.1pp | 802.94%-778.2pp | 345.39%-320.7pp |
| Employer contribution / active EE | $14,863 | $5,858+153.7% | $5,144+188.9% | $4,763+212.0% |
| Participant deferral / active EE | $5,291 | $5,948-11.0% | $5,198+1.8% | $5,851-9.6% |
| Admin fee / account holder | $1,810 | $17,111-89.4% | $13,955-87.0% | $11,598-84.4% |