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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 | $37,523 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 19.43% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,268 | $6,652+39.3% | $8,065+14.9% | $4,300+115.5% |
| Admin fee / account holder | $944 | $7,953-88.1% | $12,993-92.7% | $6,925-86.4% |