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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 | $163,771 | $169,356-3.3% | $129,406+26.6% | $145,897+12.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 14.86% | 14418.62%-14403.8pp | 9468.18%-9453.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,105 | $4,987-57.8% | $4,167-49.5% | $6,689-68.5% |
| Admin fee / account holder | $1,117 | $9,915-88.7% | $7,689-85.5% | $13,390-91.7% |