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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 | $215,860 | $202,342+6.7% | $172,753+25.0% | $152,909+41.2% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.5%-6.0pp |
| Annual return | 24.56% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $11,621 | $5,857+98.4% | $5,144+125.9% | $4,764+143.9% |
| Participant deferral / active EE | $6,449 | $5,948+8.4% | $5,198+24.1% | $5,851+10.2% |
| Admin fee / account holder | $4,567 | $17,112-73.3% | $13,956-67.3% | $11,601-60.6% |