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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 | $232,030 | $202,345+14.7% | $172,755+34.3% | $152,885+51.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 24.46% | 1029.77%-1005.3pp | 802.94%-778.5pp | 345.39%-320.9pp |
| Employer contribution / active EE | $17,923 | $5,858+206.0% | $5,144+248.4% | $4,763+276.3% |
| Participant deferral / active EE | $13,721 | $5,948+130.7% | $5,198+164.0% | $5,851+134.5% |
| Admin fee / account holder | $11,047 | $17,111-35.4% | $13,955-20.8% | $11,598-4.8% |