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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 | $67,518 | $84,741-20.3% | $75,731-10.8% | $167,553-59.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.8%-2.1pp | 82.1%-9.4pp |
| Annual return | 15.68% | 199.72%-184.0pp | 104.65%-89.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,921 | $4,577-58.0% | $3,820-49.7% | $6,343-69.7% |
| Admin fee / account holder | $690 | $5,361-87.1% | $3,620-80.9% | $12,316-94.4% |