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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 | $74,456 | $111,830-33.4% | $93,696-20.5% | $145,884-49.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.14% | 204.08%-189.9pp | 133.74%-119.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,094 | $4,920+125.5% | $4,417+151.2% | $6,690+65.8% |
| Admin fee / account holder | $23,850 | $10,249+132.7% | $8,287+187.8% | $13,392+78.1% |