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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 | $89,109 | $159,934-44.3% | $147,005-39.4% | $145,959-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 98.24%-78.2pp | 418.76%-398.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,600 | $8,427+85.1% | $8,070+93.3% | $6,689+133.2% |
| Admin fee / account holder | $1,097 | $15,053-92.7% | $13,006-91.6% | $13,398-91.8% |