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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 | $31,269 | $63,346-50.6% | $92,240-66.1% | $70,126-55.4% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 16.12% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,094 | $2,854+8.4% | $3,897-20.6% | $3,332-7.1% |
| Admin fee / account holder | $1,557 | $3,841-59.5% | $5,194-70.0% | $4,645-66.5% |