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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 | $42,418 | $110,039-61.5% | $97,260-56.4% | $145,884-70.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 72.7%+17.3pp | 80.3%+9.7pp |
| Annual return | 12.82% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,458 | $4,674-4.6% | $4,262+4.6% | $6,690-33.4% |
| Admin fee / account holder | $12,148 | $6,204+95.8% | $5,640+115.4% | $13,392-9.3% |