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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 | $38,129 | $176,794-78.4% | $146,647-74.0% | $167,553-77.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.76% | 24.04%-7.3pp | 22.75%-6.0pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,228 | $6,440-49.9% | $5,506-41.4% | $6,343-49.1% |
| Admin fee / account holder | $30,718 | $13,262+131.6% | $10,281+198.8% | $12,316+149.4% |