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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 | $68,138 | $105,160-35.2% | $94,679-28.0% | $139,456-51.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 38.04%-22.2pp | 156.75%-140.9pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,651 | $7,599-12.5% | $7,417-10.3% | $6,711-0.9% |
| Admin fee / account holder | $399 | $8,988-95.6% | $7,233-94.5% | $11,407-96.5% |