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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 | $41,960 | $209,425-80.0% | $178,499-76.5% | $158,966-73.6% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 15.86% | 188.80%-172.9pp | 151.10%-135.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,493 | $5,955-58.1% | $5,202-52.1% | $5,983-58.3% |
| Admin fee / account holder | $20,035 | $17,078+17.3% | $13,986+43.2% | $11,250+78.1% |