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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 | $178,637 | $112,121+59.3% | $95,960+86.2% | $158,966+12.4% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 7.52% | 171.16%-163.6pp | 91.63%-84.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,995 | $4,784-58.3% | $4,167-52.1% | $5,983-66.7% |
| Admin fee / account holder | $1,117 | $10,135-89.0% | $6,797-83.6% | $11,250-90.1% |