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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 | $36,346 | $102,393-64.5% | $147,041-75.3% | $80,911-55.1% |
| Participation rate | 70.4% | 75.9%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 15.94% | 134.95%-119.0pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,048 | $6,647-39.1% | $8,071-49.8% | $4,297-5.8% |
| Admin fee / account holder | $4,900 | $7,943-38.3% | $13,006-62.3% | $6,935-29.3% |