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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 | $31,714 | $104,907-69.8% | $84,610-62.5% | $152,870-79.3% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.4%+10.9pp |
| Annual return | 19.56% | 373.79%-354.2pp | 258.74%-239.2pp | 345.34%-325.8pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,104 | $4,688-76.5% | $3,899-71.7% | $5,850-81.1% |
| Admin fee / account holder | $3,745 | $6,241-40.0% | $4,912-23.8% | $11,597-67.7% |