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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 | $214,808 | $202,342+6.2% | $172,753+24.3% | $152,909+40.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.18% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $12,303 | $5,857+110.0% | $5,144+139.2% | $4,764+158.3% |
| Participant deferral / active EE | $6,009 | $5,948+1.0% | $5,198+15.6% | $5,851+2.7% |
| Admin fee / account holder | $3,012 | $17,112-82.4% | $13,956-78.4% | $11,601-74.0% |