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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 | $72,687 | $106,008-31.4% | $92,240-21.2% | $147,586-50.7% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 15.91% | 50.05%-34.1pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,837 | $4,478-36.6% | $3,897-27.2% | $5,439-47.8% |
| Admin fee / account holder | $23,453 | $6,333+270.3% | $5,194+351.5% | $10,886+115.4% |