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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 | $118,790 | $176,105-32.5% | $159,474-25.5% | $167,536-29.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.24% | 331.91%-315.7pp | 263.68%-247.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $20,935 | $7,751+170.1% | $7,353+184.7% | $6,342+230.1% |
| Admin fee / account holder | $7,278 | $12,559-42.1% | $10,802-32.6% | $12,315-40.9% |