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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 | $75,997 | $184,000-58.7% | $162,185-53.1% | $152,909-50.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 20.15% | 150.80%-130.6pp | 115.61%-95.5pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,695 | $8,033-54.0% | $7,297-49.4% | $5,851-36.9% |
| Admin fee / account holder | $2,882 | $13,124-78.0% | $10,844-73.4% | $11,601-75.2% |