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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 | $91,654 | $102,696-10.8% | $86,235+6.3% | $139,487-34.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 12.08% | 1925.91%-1913.8pp | 1170.03%-1158.0pp | 373.84%-361.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,946 | $4,679+69.8% | $3,987+99.3% | $6,713+18.4% |
| Admin fee / account holder | $36,440 | $8,667+320.4% | $6,856+431.5% | $11,407+219.4% |