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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 | $232,579 | $160,059+45.3% | $140,019+66.1% | $135,380+71.8% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | 3097.67% | 911.48%+2186.2pp | 651.17%+2446.5pp | 519.81%+2577.9pp |
| Employer contribution / active EE | $26,168 | $6,420+307.6% | $5,605+366.8% | $4,779+447.6% |
| Participant deferral / active EE | $16,561 | $7,641+116.7% | $6,927+139.1% | $5,609+195.3% |
| Admin fee / account holder | $8,198 | $13,328-38.5% | $10,705-23.4% | $10,828-24.3% |