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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 | $66,489 | $107,944-38.4% | $91,994-27.7% | $152,885-56.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.14% | 89.26%-70.1pp | 69.03%-49.9pp | 345.39%-326.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,106 | $6,365-19.8% | $5,923-13.8% | $5,851-12.7% |
| Admin fee / account holder | $4,446 | $10,521-57.7% | $7,743-42.6% | $11,598-61.7% |