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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 | $52,317 | $125,190-58.2% | $105,624-50.5% | $145,897-64.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 22.10% | 225.22%-203.1pp | 116.20%-94.1pp | 552.29%-530.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $18,062 | $5,716+216.0% | $5,013+260.3% | $6,689+170.0% |
| Admin fee / account holder | $31,677 | $17,138+84.8% | $10,961+189.0% | $13,390+136.6% |