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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 | $35,685 | $157,304-77.3% | $141,197-74.7% | $152,909-76.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 26.47% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,878 | $7,111-45.5% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $1,698 | $12,126-86.0% | $10,265-83.5% | $11,601-85.4% |