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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 | $41,781 | $108,911-61.6% | $100,392-58.4% | $145,884-71.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 10.85% | 58.23%-47.4pp | 49.45%-38.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,765 | $8,459+39.1% | $8,090+45.4% | $6,690+75.9% |
| Admin fee / account holder | $37,754 | $9,698+289.3% | $7,904+377.7% | $13,392+181.9% |