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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 | $221,741 | $202,342+9.6% | $172,752+28.4% | $152,897+45.0% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 20.87% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $7,501 | $5,858+28.0% | $5,144+45.8% | $4,764+57.5% |
| Participant deferral / active EE | $4,856 | $5,948-18.4% | $5,198-6.6% | $5,851-17.0% |
| Admin fee / account holder | $1,904 | $17,111-88.9% | $13,955-86.4% | $11,599-83.6% |